Other · DOL Form 5500 · 2024
Beth Israel Lahey Health Retirement Plan
Data updated 2026-08-25
- $3.5B
- Total assets Very large vs avg
- 33,591
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $104,431
- Avg per participant Below avg balance/head
Official DOL plan name: Beth Israel Lahey 403(b) Retirement Savings Plan · Sponsored by Beth Israel Lahey Health · Massachusetts · Healthcare & Social Assistance
$3.5B in assets, 33,591 participants
Beth Israel Lahey Health's Beth Israel Lahey 403(b) Retirement Savings Plan reported $3.5B in total assets and 33,591 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #16,864 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Beth Israel Lahey 403(b) Retirement Savings Plan covers 33,591 participants in Massachusetts, 51x the typical Massachusetts plan (state average ~659 per filing). Assets: $3.5B.
- #16,864
- in Healthcare & Social Assistance (16,916 peers)
- +46.4%
- assets growth YoY
- 35×
- vs typical plan assets (national mean)
Beth Israel Lahey 403(b) Retirement Savings Plan's outsized position by total assets
Beth Israel Lahey 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,507,933,231 Highest reported value at or above every one 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
Beth Israel Lahey 403(b) Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beth Israel Lahey 403(b) Retirement Savings Plan is a mega filing (33,591 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beth Israel Lahey 403(b) Retirement Savings Plan reported net income rose from $38M in the plan year 2023 filing to $267M in the plan year 2024 filing.
- Beth Israel Lahey 403(b) Retirement Savings Plan reported participants rose from 13,981 in the plan year 2023 filing to 33,591 in the plan year 2024 filing.
- Beth Israel Lahey 403(b) Retirement Savings Plan end-of-year assets rose from $2.4B in the plan year 2023 filing to $3.5B in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042103881 · Beth Israel Lahey Health PY 2024 · Other
Beth Israel Lahey 403(b) Retirement Savings Plan · $3.5B · 33,591 · 100th
- BOY $3.5B
- BOY 33,591
- BOY 100th
- BOY Other
- BOY near The University of Pennsylvania Health System 403(b) Retirement Savings Plan
- BOY ind #16864
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 →
Beth Israel Lahey 403(b) Retirement Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $2.4B |
|---|---|
| Net Assets (End of Year) | $3.5B |
| Net Income | $267M |
| Employer EIN | 042103881 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beth Israel Lahey Health)
Sponsor-wide plan assets over time
All Beth Israel Lahey Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.1B 238.5873127938328% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 26,549 | $1.5B |
| 2023 | 2 | 27,877 | $3.8B |
| 2024 | 2 | 48,781 | $5.1B |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
- Boston Medical Center 403(b) Retirement Plan $1.7B · 11,386
Scale composition for Beth Israel Lahey 403(b) Retirement Savings Plan
Beth Israel Lahey 403(b) Retirement Savings Plan reports $3.5B in end-of-year assets across 33,591 participants (0.028% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.036% of 93,925,755 covered participants) - about $104,431 per participant (76% of the national average assets-per-participant) . Net income for plan year 2024 was $267M.
This plan identity (EIN 042103881, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $314M to $3.5B (+1016.8%) while covered participants moved from 13,317 to 33,591 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,317 | $314M | Open filing |
| 2023 | 13,981 | $2.4B | Open filing |
| 2024 · index core | 33,591 | $3.5B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Beth Israel Lahey Health 401(k) Retirement Savings Plan (401(k), $1.6B, 15,190 participants)
Beth Israel Lahey 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The University of Pennsylvania Health System 403(b) Retirement Savings Plan in PA ($3.6B); by covered participants it is Beaumont Health 403(b) Retirement Savings Plan in MI (34,160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.5B here).
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (PA) $3.6B · 43,405
- Medstar Health, Inc. Retirement Savings Plan (MD) $3.5B · 32,983
- Nyu Langone Health 403(b) Plan (NY) $3.6B · 32,992
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan (NC) $3.6B · 19,745
Similar participant headcount
Nearest other-state filings by covered participants (33,591 participants); asset peers above are excluded.
- Beaumont Health 403(b) Retirement Savings Plan (MI) 34,160 · 569 off
- Ochsner Clinic Foundation 403(b) Plan (LA) 32,975 · 616 off
- The Tax Sheltered Annuity Plan of the Methodist Hospital (TX) 32,299 · 1,292 off
- Vanderbilt University Medical Center Retirement Plan (TN) 31,810 · 1,781 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.