Defined Benefit (Pension) · DOL Form 5500 · 2024
Lifespan Corporation D/B/a Brown University Health Pension Plan
Data updated 2026-08-25
- $538M
- Total assets Above avg plan size
- 7,041
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $76,361
- Avg per participant Below avg balance/head
Official DOL plan name: Brown Health Defined Benefit Retirement Plan · Sponsored by Lifespan Corporation D/B/a Brown University Health · Rhode Island · Healthcare & Social Assistance
$538M in assets, 7,041 participants
Lifespan Corporation D/B/a Brown University Health's Brown Health Defined Benefit Retirement Plan reported $538M in total assets and 7,041 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,477 in Healthcare & Social Assistance (16,916 peers)
Coverage in Rhode Island
Brown Health Defined Benefit Retirement Plan covers 7,041 participants in Rhode Island, 4.9x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $538M.
- #16,477
- in Healthcare & Social Assistance (16,916 peers)
- +4.4%
- assets growth YoY
- 5.4×
- vs typical plan assets (national mean)
Brown Health Defined Benefit Retirement Plan's outsized position by total assets
Brown Health Defined Benefit Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$537,658,334 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Brown Health Defined Benefit Retirement 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. Brown Health Defined Benefit Retirement Plan lands in the large band (7,041 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brown Health Defined Benefit Retirement Plan reported net income fell from $51M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Brown Health Defined Benefit Retirement Plan reported participants fell from 7,439 in the plan year 2023 filing to 7,041 in the plan year 2024 filing.
- Brown Health Defined Benefit Retirement Plan end-of-year assets rose from $515M in the plan year 2023 filing to $538M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 222861978 · Lifespan Corporation D/B/a Brown University Health PY 2024 · Defined Benefit (Pension)
Brown Health Defined Benefit Retirement Plan · $538M · 7,041 · 97th
- BOOK $538M
- BOOK 7,041
- BOOK 97th
- BOOK Defined Benefit (Pension)
- BOOK near Riverside Health System Retirement Income Plan
- BOOK ind #16477
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 Rhode Island →
Brown Health Defined Benefit Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $515M |
|---|---|
| Net Assets (End of Year) | $537M |
| Net Income | $23M |
| Employer EIN | 222861978 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifespan Corporation D/B/a Brown University Health)
Sponsor-wide plan assets over time
All Lifespan Corporation D/B/a Brown University Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.1B 40.56268136525916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 31,952 | $2.2B |
| 2023 | 3 | 31,671 | $2.6B |
| 2024 | 3 | 31,933 | $3.1B |
Nearby Defined Benefit (Pension) Plans in Rhode Island
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Bank of America Pension Plan $19.0B · 53,831
- Textron Master Retirement Plan $5.5B · 6,888
- Factory Mutual Insurance Company Pension Plan $3.0B · 3,656
- Bell Helicopter Textron Master Retirement Plan $2.3B · 2,671
- Amica Pension Fund $1.7B · 2,172
Scale composition for Brown Health Defined Benefit Retirement Plan
Brown Health Defined Benefit Retirement Plan reports $538M in end-of-year assets across 7,041 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $76,361 per participant (55% of the national average assets-per-participant) . Net income for plan year 2024 was $23M.
This plan identity (EIN 222861978, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $464M to $538M (+15.9%) while covered participants moved from 7,893 to 7,041 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,893 | $464M | Open filing |
| 2023 | 7,439 | $515M | Open filing |
| 2024 · index core | 7,041 | $538M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Brown Health 403(b) Retirement Plan (Other, $1.3B, 9,054 participants)
- Brown Health 401(k) Retirement Savings Plan (401(k), $1.2B, 15,838 participants)
Brown Health Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Rhode Island, the nearest Defined Benefit (Pension) by assets is Riverside Health System Retirement Income Plan in VA ($539M); by covered participants it is General Dynamics Retirement Plan (Electric Boat and Mission Systems) in VA (7,035 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($538M here).
- Riverside Health System Retirement Income Plan (VA) $539M · 1,780
- General Dynamics Retirement Plan (Land Systems) (VA) $536M · 1,027
- Arconic Corp. Pension Plan a (PA) $539M · 439
- The Guardian Field Representative Employees' Retirement Plan (NY) $536M · 1,941
Similar participant headcount
Nearest other-state filings by covered participants (7,041 participants); asset peers above are excluded.
- General Dynamics Retirement Plan (Electric Boat and Mission Systems) (VA) 7,035 · 6 off
- The Hartford Retirement Plan for U.S. Employees (CT) 7,034 · 7 off
- The Coca-Cola Company Pension Plan (GA) 7,051 · 10 off
- Twin City Hospital Workers Pension Plan (MN) 7,020 · 21 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.