Defined Benefit (Pension) · DOL Form 5500 · 2024

Baystate Health, Inc. Pension Plan

Data updated 2026-07-24

$7M
Total assets: 2,095
Participants: 48th
Percentile by assets: $3,220
Avg per participant

Official DOL plan name: Baystate Health, Inc. Retirement Program · Sponsored by Baystate Health, Inc. · Massachusetts · Healthcare & Social Assistance

$7M in assets, 2,095 participants

Baystate Health, Inc.'s Baystate Health, Inc. Retirement Program reported $7M in total assets and 2,095 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

48th percentile by assets (of 116,472 plans)

Coverage in Massachusetts

Baystate Health, Inc. Retirement Program covers 2,095 participants in Massachusetts, 3.3x the typical Massachusetts plan (state average ~641 per filing). Assets: $7M.

$7M
total plan assets (2024 EOY): 2,095
covered participants: 48th
percentile by assets (of 116,472 plans): $3,220
avg assets per participant

The plan reported a net loss of $774M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Baystate Health, Inc. Retirement Program reported net income fell from -$12M in the plan year 2023 filing to -$774M in the plan year 2024 filing.
Baystate Health, Inc. Retirement Program end-of-year assets fell from $791M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Baystate Health, Inc. Retirement Program reported participants fell from 2,242 in the plan year 2023 filing to 2,095 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. Baystate Health, Inc. Retirement Program reports 2,095 participants - 3.3x that state average ($7M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$791M
Net Assets (End of Year)	N/A
Net Income	-$774M
Employer EIN	042105941
Plan Effective Date	1956-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Baystate Health, Inc.)

Total plan assets by year, all Baystate Health, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	15,315	$1.8B
2023	2	15,393	$2.0B
2024	2	15,626	$1.4B

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Baystate Health, Inc. Retirement Program vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
N. Atlantic States Carp. Pension Fund $5.1B · 16,946
N. Atlantic States Carp. Guaranteed Annuity Fund $3.8B · 10,943
Massachusetts Laborers' Pension Fund $2.5B · 10,203

Compare Baystate Health, Inc. Retirement Program side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Baystate Health, Inc. Retirement Program by total assets, not by location.

Liberty Puerto Rico Pension Plan (PR) $7M · 490
Moustafa E. Alamy M.D., Inc. Defined Benefit Pension Plan (CA) $7M · 9
Llflex Pension Plan for Hourly Employees of Louisville Laminating Plant (KY) $7M · 16
Matel Realtors, Inc. Pension Plan & Trust (CA) $7M · 9

Frequently Asked Questions

How did Baystate Health, Inc. Retirement Program assets move in 2024? ▼

Baystate Health, Inc. Retirement Program contracted severely - down 99.1% during 2024, from $791M to $7M. Reported net income was -$774M.

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.

Which Defined Benefit (Pension) plans are similar in size to Baystate Health, Inc. Retirement Program? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Liberty Puerto Rico Pension Plan in PR ($7M, 490 participants).

Next read for Baystate Health, Inc. Retirement Program

Filing takeaways

Ways to act on Baystate Health, Inc. Retirement Program's numbers.

By total assets, Baystate Health, Inc. Retirement Program ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) 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

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.