401(k) · DOL Form 5500 · 2024
Beth Israel Lahey Health 401(k) Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 15,190
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $105,384
- Avg per participant Below avg balance/head
Official DOL plan name: Beth Israel Lahey Health 401(k) Retirement Savings Plan · Sponsored by Beth Israel Lahey Health · Massachusetts · Healthcare & Social Assistance
$1.6B in assets, 15,190 participants
Beth Israel Lahey Health's Beth Israel Lahey Health 401(k) Retirement Savings Plan reported $1.6B in total assets and 15,190 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #16,773 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Beth Israel Lahey Health 401(k) Retirement Savings Plan covers 15,190 participants in Massachusetts, 23x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.6B.
- #16,773
- in Healthcare & Social Assistance (16,916 peers)
- +14.0%
- assets growth YoY
- 16×
- vs typical plan assets (national mean)
Beth Israel Lahey Health 401(k) Retirement Savings Plan's outsized position by total assets
Beth Israel Lahey Health 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,600,781,972 Top 1% higher than 99% 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 Health 401(k) 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 Health 401(k) Retirement Savings Plan is a mega filing (15,190 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beth Israel Lahey Health 401(k) Retirement Savings Plan reported net income fell from $207M in the plan year 2023 filing to $126M in the plan year 2024 filing.
- Beth Israel Lahey Health 401(k) Retirement Savings Plan end-of-year assets rose from $1.4B in the plan year 2023 filing to $1.6B in the plan year 2024 filing.
- Beth Israel Lahey Health 401(k) Retirement Savings Plan reported participants rose from 13,896 in the plan year 2023 filing to 15,190 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042103881 · Beth Israel Lahey Health PY 2024 · 401(k)
Beth Israel Lahey Health 401(k) Retirement Savings Plan · $1.6B · 15,190 · 99th
- EIN $1.6B
- EIN 15,190
- EIN 99th
- EIN 401(k)
- EIN near Volkswagen Group of America, Inc. Defined Contribution and Savings Plan
- EIN ind #16773
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 Health 401(k) Retirement Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | $126M |
| Employer EIN | 042103881 |
| Plan Effective Date | 1985-02-03 |
| 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 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Scale composition for Beth Israel Lahey Health 401(k) Retirement Savings Plan
Beth Israel Lahey Health 401(k) Retirement Savings Plan reports $1.6B in end-of-year assets across 15,190 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $105,384 per participant (76% of the national average assets-per-participant) . Net income for plan year 2024 was $126M.
This plan identity (EIN 042103881, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.6B (+34.0%) while covered participants moved from 13,232 to 15,190 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,232 | $1.2B | Open filing |
| 2023 | 13,896 | $1.4B | Open filing |
| 2024 · index core | 15,190 | $1.6B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Beth Israel Lahey 403(b) Retirement Savings Plan (Other, $3.5B, 33,591 participants)
Beth Israel Lahey Health 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Volkswagen Group of America, Inc. Defined Contribution and Savings Plan in VA ($1.6B); by covered participants it is Georgia-Pacific LLC Hourly 401(k) Plan in GA (15,171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- Volkswagen Group of America, Inc. Defined Contribution and Savings Plan (VA) $1.6B · 9,077
- Aptiv Salaried 401(k) Plan (MI) $1.6B · 2,207
- Citrix Systems, Inc. 401(k) Plan (FL) $1.6B · 1,953
- Thales Incentive 401(k) Savings Plan (VA) $1.6B · 4,059
Similar participant headcount
Nearest other-state filings by covered participants (15,190 participants); asset peers above are excluded.
- Georgia-Pacific LLC Hourly 401(k) Plan (GA) 15,171 · 19 off
- Hewlett Packard Enterprise 401(k)Plan (TX) 15,164 · 26 off
- First-Citizens Bank & Trust Company 401(k) Plan (NC) 15,251 · 61 off
- Select Rehabilitation, LLC 401(k) Plan and Trust (IL) 15,124 · 66 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.