Defined Benefit (Pension) · DOL Form 5500 · 2024
Beth Israel Lahey Health, Inc. Pension Plan
Data updated 2026-08-25
- $546M
- Total assets Above avg plan size
- 1,732
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $315,155
- Avg per participant High balance/head
Official DOL plan name: Beth Israel Lahey Health Defined Benefit Plan II · Sponsored by Beth Israel Lahey Health, Inc. · Massachusetts · Healthcare & Social Assistance
$546M in assets, 1,732 participants
Beth Israel Lahey Health, Inc.'s Beth Israel Lahey Health Defined Benefit Plan II reported $546M in total assets and 1,732 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,484 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Beth Israel Lahey Health Defined Benefit Plan II covers 1,732 participants in Massachusetts, 2.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $546M.
- #16,484
- in Healthcare & Social Assistance (16,916 peers)
- -0.1%
- assets change YoY
- 5.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $498K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beth Israel Lahey Health Defined Benefit Plan II's outsized position by total assets
Beth Israel Lahey Health Defined Benefit Plan II vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$545,849,130 Top 3% higher than 97% 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 Defined Benefit Plan II's large-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 Defined Benefit Plan II lands in the large band (1,732 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beth Israel Lahey Health Defined Benefit Plan II reported net income fell from $37M in the plan year 2023 filing to -$498K in the plan year 2024 filing.
- Beth Israel Lahey Health Defined Benefit Plan II reported participants fell from 1,884 in the plan year 2023 filing to 1,732 in the plan year 2024 filing.
- Beth Israel Lahey Health Defined Benefit Plan II end-of-year assets fell from $546M in the plan year 2023 filing to $546M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 832671600 · Beth Israel Lahey Health, Inc. PY 2024 · Defined Benefit (Pension)
Beth Israel Lahey Health Defined Benefit Plan II · $546M · 1,732 · 97th
- NET $546M
- NET 1,732
- NET 97th
- NET Defined Benefit (Pension)
- NET near Teledyne Technologies Incorporated Pension Plan
- NET ind #16484
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 Defined Benefit Plan II in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $546M |
|---|---|
| Net Assets (End of Year) | $546M |
| Net Income | -$498K |
| Employer EIN | 832671600 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beth Israel Lahey Health, Inc.)
Sponsor-wide plan assets over time
All Beth Israel Lahey Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 5.724330246508521% vs 2022
- 2024 filing year
| 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.
- 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
Beth Israel Lahey Health Defined Benefit Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Teledyne Technologies Incorporated Pension Plan in CA ($546M); by covered participants it is Colony Brands, Inc. Pension Plan in WI (1,732 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($546M here).
- Teledyne Technologies Incorporated Pension Plan (CA) $546M · 66
- IBEW Local 595 Pension Plan (CA) $546M · 1,537
- New Jersey Building Laborers Statewide Pension Fund (NJ) $546M · 2,166
- Carefirst, Inc. Retirement Plan (MD) $546M · 1,518
Similar participant headcount
Nearest other-state filings by covered participants (1,732 participants); asset peers above are excluded.
- Colony Brands, Inc. Pension Plan (WI) 1,732 · 0 off
- Uc Health Retirement Plan (OH) 1,736 · 4 off
- Midwest Pension Plan (IL) 1,725 · 7 off
- Guild-Times Adjustable Pension Plan (NY) 1,741 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.