Other · DOL Form 5500 · 2024

Dana-Farber Cancer Institute, Inc. Retirement Plan

Data updated 2026-08-25

$870M
Total assets Above avg plan size
7,579
Participants Very large workforce
98th
Percentile by assets National rank
$114,730
Avg per participant Below avg balance/head
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Official DOL plan name: Dana-Farber Cancer Institute Tax Deferred Annuity Plan · Sponsored by Dana-Farber Cancer Institute, Inc. · Massachusetts · Healthcare & Social Assistance

$870M in assets, 7,579 participants

Dana-Farber Cancer Institute, Inc.'s Dana-Farber Cancer Institute Tax Deferred Annuity Plan reported $870M in total assets and 7,579 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #16,637 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Dana-Farber Cancer Institute Tax Deferred Annuity Plan covers 7,579 participants in Massachusetts, 12x the typical Massachusetts plan (state average ~659 per filing). Assets: $870M.

#16,637
in Healthcare & Social Assistance (16,916 peers)
+18.3%
assets growth YoY
8.7×
vs typical plan assets (national mean)

Dana-Farber Cancer Institute Tax Deferred Annuity Plan's outsized position by total assets

Dana-Farber Cancer Institute Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$869,540,921 Top 2% higher than 98% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Dana-Farber Cancer Institute Tax Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dana-Farber Cancer Institute Tax Deferred Annuity Plan lands in the large band (7,579 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dana-Farber Cancer Institute Tax Deferred Annuity Plan end-of-year assets rose from $735M in the plan year 2023 filing to $870M in the plan year 2024 filing.
  • Dana-Farber Cancer Institute Tax Deferred Annuity Plan reported participants rose from 6,758 in the plan year 2023 filing to 7,579 in the plan year 2024 filing.
  • Dana-Farber Cancer Institute Tax Deferred Annuity Plan reported net income fell from $141M in the plan year 2023 filing to $134M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042263040 · Dana-Farber Cancer Institute, Inc. PY 2024 · Other

Dana-Farber Cancer Institute Tax Deferred Annuity Plan · $870M · 7,579 · 98th

  • RANK $870M
  • PHOTO 7,579
  • IND 98th
  • EOY Other
  • 5500 near Centracare Health System 403(b) Plan
  • ASSETS ind #16637

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Dana-Farber Cancer Institute Tax Deferred Annuity Plan in the asset neighbourhood

Institute for Defense Analyses Tax Deferred Annuity PlanInstitute for Defense Analys…$875MYale University Tax-Deferred 403(b) Savings PlanYale University Tax-Deferred…$874MDana-Farber Cancer Institute Tax Deferred Annuity PlanDana-Farber Cancer Institute…$870MCentracare Health System 403(b) PlanCentracare Health System 403…$867MCity of Hope National Medical Center Tax-Deferred Annuity PlanCity of Hope National Medica…$865M
End-of-year total assets ($M) among Dana-Farber Cancer Institute Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$735M
Net Assets (End of Year)$870M
Net Income$134M
Employer EIN042263040
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dana-Farber Cancer Institute, Inc.)

Sponsor-wide plan assets over time

All Dana-Farber Cancer Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.8B 45.382563230650604% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.26B $1.83B ▲ +45.2%
Year Plans Participants Total Assets
2022 3 10,791 $1.3B
2023 3 11,461 $1.6B
2024 3 13,163 $1.8B

Nearby Other Plans in Massachusetts

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

Dana-Farber Cancer Institute Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 012345 Total assets ($B) Participants Dana-Farber Cancer Institute Tax Deferred Annuity Plan, Total assets ($B): 0.869540921 · Participants: 7579Dana-Farber Cancer Institute Tax Deferred Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Dana-Farber Cancer Institute Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Dana-Farber Cancer Institute Tax Deferred Annuity Plan side-by-side with 3 peers →

Scale composition for Dana-Farber Cancer Institute Tax Deferred Annuity Plan

Dana-Farber Cancer Institute Tax Deferred Annuity Plan reports $870M in end-of-year assets across 7,579 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $114,730 per participant (83% of the national average assets-per-participant) . Net income for plan year 2024 was $134M.

This plan identity (EIN 042263040, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $595M to $870M (+46.2%) while covered participants moved from 6,492 to 7,579 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,492 $595M Open filing
2023 6,758 $735M Open filing
2024 · index core 7,579 $870M This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Dana-Farber Cancer Institute Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Centracare Health System 403(b) Plan in MN ($867M); by covered participants it is Guthrie 403(b) Retirement Savings Plan in PA (7,589 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,579 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dana-Farber Cancer Institute Tax Deferred Annuity Plan assets move in 2024? ▼
Dana-Farber Cancer Institute Tax Deferred Annuity Plan grew sharply - up 18.3% during 2024, from $735M to $870M. Reported net income was $134M.
How have Dana-Farber Cancer Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dana-Farber Cancer Institute, Inc.'s sponsor-wide assets grew 45.4%, from $1.3B to $1.8B.
Where does Dana-Farber Cancer Institute Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Dana-Farber Cancer Institute Tax Deferred Annuity Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Dana-Farber Cancer Institute Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Centracare Health System 403(b) Plan in MN ($867M, 8,227 participants).
Which Other plans cover a similar participant headcount to Dana-Farber Cancer Institute Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Guthrie 403(b) Retirement Savings Plan in PA (7,589 participants, $630M in assets).

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 042263040.

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.