Other · DOL Form 5500 · 2024

Bhs Management Services Inc. Retirement Plan

Data updated 2026-08-25

$694M
Total assets Above avg plan size
4,203
Participants Above avg headcount
98th
Percentile by assets National rank
$165,015
Avg per participant Above avg balance/head
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Official DOL plan name: Bhs Partnership 403b Pension Plan · Sponsored by Bhs Management Services Inc. · Massachusetts · Healthcare & Social Assistance

$694M in assets, 4,203 participants

Bhs Management Services Inc.'s Bhs Partnership 403b Pension Plan reported $694M in total assets and 4,203 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.

  • #16,552 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Bhs Partnership 403b Pension Plan covers 4,203 participants in Massachusetts, 6.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $694M.

#16,552
in Healthcare & Social Assistance (16,916 peers)
+8.9%
assets growth YoY
7.0×
vs typical plan assets (national mean)

Bhs Partnership 403b Pension Plan's outsized position by total assets

Bhs Partnership 403b Pension Plan vs every filed plan by assets

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

$693,555,990 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

Bhs Partnership 403b Pension 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. Bhs Partnership 403b Pension Plan lands in the large band (4,203 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bhs Partnership 403b Pension Plan reported net income fell from $71M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Bhs Partnership 403b Pension Plan end-of-year assets rose from $637M in the plan year 2023 filing to $694M in the plan year 2024 filing.
  • Bhs Partnership 403b Pension Plan reported participants rose from 4,037 in the plan year 2023 filing to 4,203 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042442944 · Bhs Management Services Inc. PY 2024 · Other

Bhs Partnership 403b Pension Plan · $694M · 4,203 · 98th

  • PHOTO $694M
  • IND 4,203
  • EOY 98th
  • 5500 Other
  • ASSETS near Beacon Retirement Savings 403(b) Plan
  • PCT ind #16552

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 →

Bhs Partnership 403b Pension Plan in the asset neighbourhood

The Members Retirement Plan$699MBeacon Retirement Savings 403(b) PlanBeacon Retirement Savings 40…$695MBhs Partnership 403b Pension PlanBhs Partnership 403b Pension…$694MSeton Hall University Retirement PlanSeton Hall University Retire…$691MWesleyan University Retirement PlanWesleyan University Retireme…$688M
End-of-year total assets ($M) among Bhs Partnership 403b Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$637M
Net Assets (End of Year)$694M
Net Income$57M
Employer EIN042442944
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bhs Management Services Inc.)

Sponsor-wide plan assets over time

All Bhs Management Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$694M 22.540089897305013% vs 2022
2024 filing year
$550M$600M$650M$700M$750M 202220232024 $566M $694M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 4,183 $566M
2023 1 4,037 $637M
2024 1 4,203 $694M

Nearby Other Plans in Massachusetts

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

Bhs Partnership 403b Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 012345 Total assets ($B) Participants Bhs Partnership 403b Pension Plan, Total assets ($B): 0.69355599 · Participants: 4203Bhs Partnership 403b Pension 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
Bhs Partnership 403b Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Bhs Partnership 403b Pension Plan side-by-side with 3 peers →

Bhs Partnership 403b Pension Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Beacon Retirement Savings 403(b) Plan in IN ($695M); by covered participants it is Bsa Match Savings Plan in TX (4,216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($694M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,203 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 Bhs Partnership 403b Pension Plan assets move in 2024? ▼
Bhs Partnership 403b Pension Plan grew at a solid clip - up 8.9% during 2024, from $637M to $694M. Reported net income was $57M.
How have Bhs Management Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bhs Management Services Inc.'s sponsor-wide assets grew 22.5%, from $566M to $694M.
Where does Bhs Partnership 403b Pension Plan rank by assets among Form 5500 filers? ▼
Bhs Partnership 403b Pension 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 Bhs Partnership 403b Pension Plan? ▼
Among Other plans in other states, the closest by assets is Beacon Retirement Savings 403(b) Plan in IN ($695M, 7,707 participants).
Which Other plans cover a similar participant headcount to Bhs Partnership 403b Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Bsa Match Savings Plan in TX (4,216 participants, $292M 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 042442944.

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.