Brown Health Defined Benefit Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Lifespan Corporation D/B/a Brown University Health · Rhode Island · Healthcare & Social Assistance
What the 2023 filing shows
Brown Health Defined Benefit Retirement Plan holds $538M for 7,041 participants — about $76,361 per participant, up 4.4% over the 2024 plan year.
- $538M
- total plan assets (2024 EOY)
- 7,041
- covered participants
- $76,361
- avg assets per participant
- +4.4%
- assets growth YoY
What the Filing Says About Brown Health Defined Benefit Retirement Plan
Brown Health Defined Benefit Retirement Plan is a Other retirement plan sponsored by Lifespan Corporation D/B/a Brown University Health, headquartered in Rhode Island. As of the 2024 Form 5500 filing, the plan reports $538M in total end-of-year assets and covers 7,041 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 222861978, and the plan has been effective since 1966-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $515M at the beginning of 2024 to $538M at year-end — a gain of 4.4%. Net assets (after liabilities) closed the year at $537M, with reported net income of $23M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $515M |
| Total Assets (End of Year) | $538M |
| Net Assets (End of Year) | $537M |
| Net Income | $23M |
| Plan Type | Other |
| Employer EIN | 222861978 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifespan Corporation D/B/a Brown University Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 31,952 | $2.2B |
| 2023 | 3 | 31,671 | $2.6B |
| 2024 | 1 | 7,041 | $538M |
Nearby Other Plans in Rhode Island
Peer Other plans — same state, same plan type — ranked by total assets.
- Lifespan Corporation Retirement Plan $515M · 7,439
- Ri Laborers Pension Fund $341M · 1,516
- I.U.O.E. Local 57 Pension Plan $230M · 856
- Ua of Plumbers & Pipefitters Local 51 Pension Plan $122M · 550
- Cwc Castings Div of Textron, Inc. Hry-Rated Ees' Pen Plan $105M · 97
Related Data
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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 222861978.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.