401(k) · DOL Form 5500 · 2024
Baystate Health, Inc 401(k) Plan
Data updated 2026-08-11
- $1.4B
- Total assets
- 13,531
- Participants
- 99th
- Percentile by assets
- $104,223
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $1.4B
- total plan assets (2024 EOY)
- 13,531
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $104,223
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Baystate Health, Inc Retirement Plan reports 13,531 participants - 21x that state average ($1.4B EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $220M |
| Employer EIN | 042105941 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baystate Health, Inc)
| 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
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
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 Program (Defined Benefit (Pension), $7M, 2,095 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Baystate Health, Inc Retirement Plan by total assets, not by location.
- Rr Donnelley Savings Plan (IL) $1.4B · 11,649
- Alliant Energy Corporation 401(k) Savings Plan (WI) $1.4B · 3,265
- Avaya Savings Plan for Salaried Employees (NJ) $1.4B · 1,459
- J.B. Hunt Transport Services, Inc. Employee Retirement Plan (AR) $1.4B · 35,023
Frequently Asked Questions
How did Baystate Health, Inc Retirement Plan assets move in 2024? ▼
How have Baystate Health, Inc plan assets changed over time? ▼
Where does Baystate Health, Inc Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Baystate Health, Inc Retirement Plan? ▼
Next read for Baystate Health, Inc Retirement Plan
Filing takeaways
Ways to act on Baystate Health, Inc Retirement Plan's numbers.
- By total assets, Baystate Health, Inc Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Baystate Health, Inc's sponsor-wide assets have declined 20.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans