401(k) · DOL Form 5500 · 2024

Baystate Health, Inc. 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
406
Participants Below avg headcount
89th
Percentile by assets National rank
$214,787
Avg per participant Above avg balance/head
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Official DOL plan name: Health New England 401(k) Retirement Plan · Sponsored by Baystate Health, Inc. · Massachusetts · Finance & Insurance

$87M in assets, 406 participants

Baystate Health, Inc.'s Health New England 401(k) Retirement Plan reported $87M in total assets and 406 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,143 in Finance & Insurance (8,549 peers)

Where Health New England 401(k) Retirement Plan sits by assets

Health New England 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $87M for 406 participants (~$214,787/participant), up 6.2% in 2024.

#7,143
in Finance & Insurance (8,549 peers)
+6.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Health New England 401(k) Retirement Plan's outsized position by total assets

Health New England 401(k) Retirement Plan vs every filed plan by assets

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

$87,203,495 Top 11% higher than 89% 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

Health New England 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Health New England 401(k) Retirement Plan sits mid-pack in the medium band (406 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Health New England 401(k) Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Health New England 401(k) Retirement Plan end-of-year assets rose from $82M in the plan year 2023 filing to $87M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042864973 · Baystate Health, Inc. PY 2024 · 401(k)

Health New England 401(k) Retirement Plan · $87M · 406 · 89th

  • BOY $87M
  • SCH 406
  • EBSA 89th
  • PART 401(k)
  • TYPE near Community Health Centers of the Central Coast, Inc. 401(a) Savings Plan
  • NET ind #7143

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Health New England 401(k) Retirement Plan in the asset neighbourhood

Schonfeld 401(k) Plan$87MCommunity Health Centers of the Central Coast, Inc. 401(a) Savings PlanCommunity Health Centers of …$87MHealth New England 401(k) Retirement PlanHealth New England 401(k) Re…$87MToyota Research Institute 401(k) PlanToyota Research Institute 40…$87MSavings Plan for Union Employees of UnileverSavings Plan for Union Emplo…$87M
End-of-year total assets ($M) among Health New England 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$87M
Net Income$5M
Employer EIN042864973
Plan Effective Date1987-01-01
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
$87M 17.58614198219178% vs 2022
2024 filing year
$70M$75M$80M$85M$90M 202220232024 $74.2M $87.2M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 398 $74M
2023 1 406 $82M
2024 1 406 $87M

Nearby 401(k) Plans in Massachusetts

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

Health New England 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Health New England 401(k) Retirement Plan, Total assets ($B): 0.087203495 · Participants: 406Health New England 401(k) 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
Health New England 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Health New England 401(k) Retirement Plan side-by-side with 3 peers →

Health New England 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Community Health Centers of the Central Coast, Inc. 401(a) Savings Plan in CA ($87M); by covered participants it is Corsa Coal Napp Division 401(k) Retirement Savings Plan in PA (406 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (406 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 Health New England 401(k) Retirement Plan assets move in 2024? ▼
Health New England 401(k) Retirement Plan grew at a solid clip - up 6.2% during 2024, from $82M to $87M. Reported net income was $5M.
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 grew 17.6%, from $74M to $87M.
Where does Health New England 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Health New England 401(k) Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Health New England 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Health Centers of the Central Coast, Inc. 401(a) Savings Plan in CA ($87M, 760 participants).
Which 401(k) plans cover a similar participant headcount to Health New England 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Corsa Coal Napp Division 401(k) Retirement Savings Plan in PA (406 participants, $33M 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 042864973.

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.