Other · DOL Form 5500 · 2024
Beth Israel Lahey Health Retirement Plan
Data updated 2026-08-11
- $3.5B
- Total assets
- 33,591
- Participants
- 100th
- Percentile by assets
- $104,431
- Avg per participant
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.
- 100th percentile by assets (of 123,622 plans)
- #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.
- $3.5B
- total plan assets (2024 EOY)
- 33,591
- covered participants
- 100th
- percentile by assets (of 123,622 plans)
- $104,431
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Beth Israel Lahey 403(b) Retirement Savings Plan reports 33,591 participants - 51x that state average ($3.5B EOY assets).
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)
| 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.
Beth Israel Lahey 403(b) Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Beth Israel Lahey 403(b) Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Beth Israel Lahey 403(b) Retirement Savings Plan assets move in 2024? ▼
How have Beth Israel Lahey Health plan assets changed over time? ▼
Where does Beth Israel Lahey 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Beth Israel Lahey 403(b) Retirement Savings Plan? ▼
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Filing takeaways
Ways to act on Beth Israel Lahey 403(b) Retirement Savings Plan's numbers.
- By total assets, Beth Israel Lahey 403(b) Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Beth Israel Lahey Health's sponsor-wide assets have grown 238.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans