401(k) · DOL Form 5500 · 2024

Baystate Health, Inc 401(k) Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
13,531
Participants Very large workforce
99th
Percentile by assets National rank
$104,223
Avg per participant Below avg balance/head
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Official DOL plan name: Baystate Health, Inc Retirement Plan · Sponsored by Baystate Health, Inc · Massachusetts · Healthcare & Social Assistance

$1.4B in assets, 13,531 participants

Baystate Health, Inc's Baystate Health, Inc Retirement Plan reported $1.4B in total assets and 13,531 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.

  • #16,751 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Baystate Health, Inc Retirement Plan covers 13,531 participants in Massachusetts, 21x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.4B.

#16,751
in Healthcare & Social Assistance (16,916 peers)
+18.4%
assets growth YoY
14×
vs typical plan assets (national mean)

Baystate Health, Inc Retirement Plan's outsized position by total assets

Baystate Health, Inc Retirement Plan vs every filed plan by assets

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

$1,410,244,140 Top 1% higher than 99% 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

Baystate Health, Inc Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baystate Health, Inc Retirement Plan is a mega filing (13,531 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Baystate Health, Inc Retirement Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
  • Baystate Health, Inc Retirement Plan reported net income rose from $204M in the plan year 2023 filing to $220M in the plan year 2024 filing.
  • Baystate Health, Inc Retirement Plan reported participants rose from 13,151 in the plan year 2023 filing to 13,531 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042105941 · Baystate Health, Inc PY 2024 · 401(k)

Baystate Health, Inc Retirement Plan · $1.4B · 13,531 · 99th

  • SCH $1.4B
  • EBSA 13,531
  • PART 99th
  • TYPE 401(k)
  • NET near Rr Donnelley Savings Plan
  • BOOK ind #16751

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 →

Baystate Health, Inc Retirement Plan in the asset neighbourhood

Baystate Health, Inc Retirement PlanBaystate Health, Inc Retirem…$1.4BRr Donnelley Savings Plan$1.4BAlliant Energy Corporation 401(k) Savings PlanAlliant Energy Corporation 4…$1.4BAvaya Savings Plan for Salaried EmployeesAvaya Savings Plan for Salar…$1.4BJ.B. Hunt Transport Services, Inc. Employee Retirement PlanJ.B. Hunt Transport Services…$1.4B
End-of-year total assets ($B) among Baystate Health, Inc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.4B
Net Income$220M
Employer EIN042105941
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baystate Health, Inc)

Sponsor-wide plan assets over time

All Baystate Health, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 20.457682257016288% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.78B $1.42B ▼ -20.2%
Year Plans Participants Total Assets
2022 2 15,315 $1.8B
2023 2 15,393 $2.0B
2024 2 15,626 $1.4B

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Baystate Health, Inc Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -10010203040 Total assets ($B) Participants Baystate Health, Inc Retirement Plan, Total assets ($B): 1.41024414 · Participants: 13531Baystate Health, Inc Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Baystate Health, Inc Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Baystate Health, Inc Retirement Plan side-by-side with 3 peers →

Scale composition for Baystate Health, Inc Retirement Plan

Baystate Health, Inc Retirement Plan reports $1.4B in end-of-year assets across 13,531 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $104,223 per participant (75% of the national average assets-per-participant) . Net income for plan year 2024 was $220M.

This plan identity (EIN 042105941, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $987M to $1.4B (+42.9%) while covered participants moved from 13,128 to 13,531 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 13,128 $987M Open filing
2023 13,151 $1.2B Open filing
2024 · index core 13,531 $1.4B This page

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

Baystate Health, Inc Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Rr Donnelley Savings Plan in IL ($1.4B); by covered participants it is Smithfield Foods, Inc. Bargaining 401(k) Plan in VA (13,513 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (13,531 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 Baystate Health, Inc Retirement Plan assets move in 2024? ▼
Baystate Health, Inc Retirement Plan grew sharply - up 18.4% during 2024, from $1.2B to $1.4B. Reported net income was $220M.
How have Baystate Health, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Baystate Health, Inc's sponsor-wide assets declined 20.5%, from $1.8B to $1.4B.
Where does Baystate Health, Inc Retirement Plan rank by assets among Form 5500 filers? ▼
Baystate Health, Inc Retirement Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Baystate Health, Inc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rr Donnelley Savings Plan in IL ($1.4B, 11,649 participants).
Which 401(k) plans cover a similar participant headcount to Baystate Health, Inc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smithfield Foods, Inc. Bargaining 401(k) Plan in VA (13,513 participants, $340M 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 042105941.

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.