Other · DOL Form 5500 · 2024

Hebrew Seniorlife, Inc. Retirement Plan

Data updated 2026-08-25

$160M
Total assets Near avg plan size
2,573
Participants Above avg headcount
93rd
Percentile by assets National rank
$62,079
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hebrew Seniorlife Employee Savings Plan · Sponsored by Hebrew Seniorlife, Inc. · Massachusetts · Healthcare & Social Assistance

$160M in assets, 2,573 participants

Hebrew Seniorlife, Inc.'s Hebrew Seniorlife Employee Savings Plan reported $160M in total assets and 2,573 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,905 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Hebrew Seniorlife Employee Savings Plan covers 2,573 participants in Massachusetts, 3.9x the typical Massachusetts plan (state average ~659 per filing). Assets: $160M.

#15,905
in Healthcare & Social Assistance (16,916 peers)
+12.7%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Hebrew Seniorlife Employee Savings Plan's outsized position by total assets

Hebrew Seniorlife Employee Savings Plan vs every filed plan by assets

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

$159,729,713 Top 7% higher than 93% 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

Hebrew Seniorlife Employee Savings Plan'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. Hebrew Seniorlife Employee Savings Plan lands in the large band (2,573 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hebrew Seniorlife Employee Savings Plan end-of-year assets rose from $142M in the plan year 2023 filing to $160M in the plan year 2024 filing.
  • Hebrew Seniorlife Employee Savings Plan reported participants rose from 2,315 in the plan year 2023 filing to 2,573 in the plan year 2024 filing.
  • Hebrew Seniorlife Employee Savings Plan reported net income fell from $19M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 900183119 · Hebrew Seniorlife, Inc. PY 2024 · Other

Hebrew Seniorlife Employee Savings Plan · $160M · 2,573 · 93rd

  • EIN $160M
  • EIN 2,573
  • EIN 93rd
  • EIN Other
  • EIN near Licking Memorial Health Systems Tax Deferred 403(b) Plan
  • EIN ind #15905

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 →

Hebrew Seniorlife Employee Savings Plan in the asset neighbourhood

Oneblood 403(b) Retirement PlanOneblood 403(b) Retirement P…$160MHighland Retirement Plan$160MLicking Memorial Health Systems Tax Deferred 403(b) PlanLicking Memorial Health Syst…$160MHebrew Seniorlife Employee Savings PlanHebrew Seniorlife Employee S…$160MSt. Mary's Medical Center 403(b) PlanSt. Mary's Medical Center 40…$159M
End-of-year total assets ($M) among Hebrew Seniorlife Employee Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$160M
Net Income$18M
Employer EIN900183119
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hebrew Seniorlife, Inc.)

Sponsor-wide plan assets over time

All Hebrew Seniorlife, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$193M 30.194255504117034% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $148M $193M ▲ +30.2%
Year Plans Participants Total Assets
2022 2 4,942 $148M
2023 2 4,630 $171M
2024 2 4,819 $193M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Hebrew Seniorlife Employee Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -1012345 Total assets ($B) Participants Hebrew Seniorlife Employee Savings Plan, Total assets ($B): 0.159729713 · Participants: 2573Hebrew Seniorlife Employee Savings PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Hebrew Seniorlife Employee Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Hebrew Seniorlife Employee Savings Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Licking Memorial Health Systems Tax Deferred 403(b) Plan in OH ($160M); by covered participants it is Sibley Memorial Hospital 403(b) Plan in DC (2,570 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($160M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,573 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 Hebrew Seniorlife Employee Savings Plan assets move in 2024?
Hebrew Seniorlife Employee Savings Plan grew at a solid clip - up 12.7% during 2024, from $142M to $160M. Reported net income was $18M.
How have Hebrew Seniorlife, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hebrew Seniorlife, Inc.'s sponsor-wide assets grew 30.2%, from $148M to $193M.
Where does Hebrew Seniorlife Employee Savings Plan rank by assets among Form 5500 filers?
Hebrew Seniorlife Employee Savings Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Hebrew Seniorlife Employee Savings Plan?
Among Other plans in other states, the closest by assets is Licking Memorial Health Systems Tax Deferred 403(b) Plan in OH ($160M, 2,370 participants).
Which Other plans cover a similar participant headcount to Hebrew Seniorlife Employee Savings Plan?
Among Other plans in other states, the closest by covered participants is Sibley Memorial Hospital 403(b) Plan in DC (2,570 participants, $10M in assets).