Other · DOL Form 5500 · 2024

Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc Retirement Plan

Data updated 2026-07-24

$1.3B
Total assets: 2,023
Participants: 99th
Percentile by assets: $655,845
Avg per participant

Official DOL plan name: Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan · Sponsored by Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc · Massachusetts · Healthcare & Social Assistance

$1.3B in assets, 2,023 participants

Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc's Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan reported $1.3B in total assets and 2,023 participants in its 2024 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

99th percentile by assets (of 116,472 plans)

Coverage in Massachusetts

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan covers 2,023 participants in Massachusetts, 3.2x the typical Massachusetts plan (state average ~641 per filing). Assets: $1.3B.

$1.3B
total plan assets (2024 EOY): 2,023
covered participants: 99th
percentile by assets (of 116,472 plans): $655,845
avg assets per participant

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan reported participants rose from 1,883 in the plan year 2023 filing to 2,023 in the plan year 2024 filing.
Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan reported net income rose from $192M in the plan year 2023 filing to $200M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Healthcare & Social Assistance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan reports 2,023 participants - 3.2x that state average ($1.3B EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$1.1B
Net Assets (End of Year)	$1.3B
Net Income	$200M
Employer EIN	222768204
Plan Effective Date	1998-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc)

Total plan assets by year, all Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc plans on file

Year	Plans	Participants	Total Assets
2022	2	3,737	$1.5B
2023	2	4,033	$1.8B
2024	2	4,173	$2.2B

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
Boston University Retirement Plan $3.0B · 8,173
Northeastern University Retirement Plan $2.6B · 8,900
Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869

Compare Harvard Medical Faculty Physicians at Be… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan by total assets, not by location.

Depaul University 403(b) Retirement Plan (IL) $1.3B · 3,819
The Nemours Foundation Section 403(b) Plan (FL) $1.3B · 9,064
St. Jude Children's Research Hospital Defined Contribution Retirement Plan (TN) $1.3B · 6,588
Temple University Health System, Inc. 403(b) Plan (PA) $1.3B · 12,208

Frequently Asked Questions

How did Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan assets move in 2024? ▼

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan grew sharply - up 17.7% during 2024, from $1.1B to $1.3B. Reported net income was $200M.

How have Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc's sponsor-wide assets grew 41.8%, from $1.5B to $2.2B.

Where does Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Other plans are similar in size to Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Depaul University 403(b) Retirement Plan in IL ($1.3B, 3,819 participants).

Next read for Harvard Medical Faculty Physicians at Be…

Filing takeaways

Ways to act on Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan's numbers.

By total assets, Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
Harvard Med. Faculty Physicians at Beth Israel Deaconess Med. Ctr. Inc's sponsor-wide assets have grown 41.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222768204.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.