Defined Benefit (Pension) · DOL Form 5500 · 2024

Baystate Health, Inc. Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2,095
Participants Near avg headcount
48th
Percentile by assets National rank
$3,220
Avg per participant Low balance/head
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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.

  • #8,799 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Baystate Health, Inc. Retirement Program covers 2,095 participants in Massachusetts, 3.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $7M.

#8,799
in Healthcare & Social Assistance (16,916 peers)
-99.1%
assets change YoY

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's mid-pack asset rank among Healthcare & Social Assistance and all filers

Baystate Health, Inc. Retirement Program vs every filed plan by assets

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

$6,746,357 48th percentile higher than 48% 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 Program'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. Baystate Health, Inc. Retirement Program lands in the large band (2,095 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Form 5500 schedule snapshot

Filing strip 042105941 · Baystate Health, Inc. PY 2024 · Defined Benefit (Pension)

Baystate Health, Inc. Retirement Program · $7M · 2,095 · 48th

  • ASSETS $7M
  • ASSETS 2,095
  • ASSETS 48th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Liberty Puerto Rico Pension Plan
  • ASSETS ind #8799

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 Program in the asset neighbourhood

Moustafa E. Alamy M.D., Inc. Defined Benefit Pension PlanMoustafa E. Alamy M.D., Inc.…$7MLiberty Puerto Rico Pension PlanLiberty Puerto Rico Pension …$7MBaystate Health, Inc. Retirement ProgramBaystate Health, Inc. Retire…$7MLlflex Pension Plan for Hourly Employees of Louisville Laminating PlantLlflex Pension Plan for Hour…$7MGrede Meadville Retirement PlanGrede Meadville Retirement P…$7M
End-of-year total assets ($M) among Baystate Health, Inc. Retirement Program and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$791M
Net Assets (End of Year)N/A
Net Income-$774M
Employer EIN042105941
Plan Effective Date1956-01-01
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 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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Baystate Health, Inc. Retirement Program, Total assets ($B): 0.006746357 · Participants: 2095Baystate Health, Inc. Retirement ProgramConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Baystate Health, Inc. Retirement Program vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Baystate Health, Inc. Retirement Program side-by-side with 3 peers →

Baystate Health, Inc. Retirement Program's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Liberty Puerto Rico Pension Plan in PR ($7M); by covered participants it is Mondelez Global LLC Retirement Plan in IL (2,097 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,095 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Baystate Health, Inc. Retirement Program? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mondelez Global LLC Retirement Plan in IL (2,097 participants, $914M 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.