401(k) · DOL Form 5500 · 2024
Beth Israel Lahey Health 401(k) Plan
Data updated 2026-08-06
- $1.6B
- Total assets
- 15,190
- Participants
- 99th
- Percentile by assets
- $105,384
- Avg per participant
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.
- 99th percentile by assets (of 116,472 plans)
- #15,475 in Healthcare & Social Assistance (15,613 peers)
Coverage in Massachusetts
Beth Israel Lahey Health 401(k) Retirement Savings Plan covers 15,190 participants in Massachusetts, 24x the typical Massachusetts plan (state average ~641 per filing). Assets: $1.6B.
- $1.6B
- total plan assets (2024 EOY)
- 15,190
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $105,384
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Beth Israel Lahey Health 401(k) Retirement Savings Plan reports 15,190 participants - 24x that state average ($1.6B EOY assets).
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)
| 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.
Beth Israel Lahey Health 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- 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 (0.014% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.017% of 89,805,449 covered participants) - about $105,384 per participant (77% 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Beth Israel Lahey Health 401(k) Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Beth Israel Lahey Health 401(k) Retirement Savings Plan assets move in 2024? ▼
How have Beth Israel Lahey Health plan assets changed over time? ▼
Where does Beth Israel Lahey Health 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Beth Israel Lahey Health 401(k) Retirement Savings Plan's numbers.
- By total assets, Beth Israel Lahey Health 401(k) Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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