Defined Benefit (Pension) · DOL Form 5500 · 2024
Beth Israel Lahey Health, Inc. Pension Plan
Data updated 2026-08-11
- $703M
- Total assets
- 5,443
- Participants
- 98th
- Percentile by assets
- $129,118
- Avg per participant
Official DOL plan name: Beth Israel Lahey Health Defined Benefit Plan I · Sponsored by Beth Israel Lahey Health, Inc. · Massachusetts · Healthcare & Social Assistance
$703M in assets, 5,443 participants
Beth Israel Lahey Health, Inc.'s Beth Israel Lahey Health Defined Benefit Plan I reported $703M in total assets and 5,443 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #16,557 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Beth Israel Lahey Health Defined Benefit Plan I covers 5,443 participants in Massachusetts, 8.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $703M.
- $703M
- total plan assets (2024 EOY)
- 5,443
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $129,118
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beth Israel Lahey Health Defined Benefit Plan I reported net income fell from $17M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Beth Israel Lahey Health Defined Benefit Plan I end-of-year assets rose from $688M in the plan year 2023 filing to $703M in the plan year 2024 filing.
- Beth Israel Lahey Health Defined Benefit Plan I reported participants fell from 5,470 in the plan year 2023 filing to 5,443 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 Health Defined Benefit Plan I reports 5,443 participants - 8.3x that state average ($703M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $688M |
|---|---|
| Net Assets (End of Year) | $703M |
| Net Income | $15M |
| Employer EIN | 832671600 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beth Israel Lahey Health, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,701 | $1.2B |
| 2023 | 2 | 7,354 | $1.2B |
| 2024 | 2 | 7,175 | $1.2B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Beth Israel Lahey Health Defined Benefit Plan I vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Scale composition for Beth Israel Lahey Health Defined Benefit Plan I
Beth Israel Lahey Health Defined Benefit Plan I reports $703M in end-of-year assets across 5,443 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $129,118 per participant (93% of the national average assets-per-participant) . Net income for plan year 2024 was $15M.
This plan identity (EIN 832671600, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $671M to $703M (+4.7%) while covered participants moved from 5,676 to 5,443 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,676 | $671M | Open filing |
| 2023 | 5,470 | $688M | Open filing |
| 2024 · index core | 5,443 | $703M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Beth Israel Lahey Health Defined Benefit Plan II (Defined Benefit (Pension), $546M, 1,732 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Beth Israel Lahey Health Defined Benefit Plan I by total assets, not by location.
- Huntington Bancshares Retirement Plan (OH) $702M · 2,764
- San Jose Market Pension Plan (TN) $704M · 1,138
- Bay Area Painters & Tapers Pension Trust (CA) $700M · 3,648
- Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust (MI) $700M · 536
Frequently Asked Questions
How did Beth Israel Lahey Health Defined Benefit Plan I assets move in 2024? ▼
How have Beth Israel Lahey Health, Inc. plan assets changed over time? ▼
Where does Beth Israel Lahey Health Defined Benefit Plan I rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Beth Israel Lahey Health Defined Benefit Plan I? ▼
Next read for Beth Israel Lahey Health Defined Benefit…
Filing takeaways
Ways to act on Beth Israel Lahey Health Defined Benefit Plan I's numbers.
- By total assets, Beth Israel Lahey Health Defined Benefit Plan I ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
- Beth Israel Lahey Health, Inc.'s sponsor-wide assets have grown 5.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans