Defined Benefit (Pension) · DOL Form 5500 · 2024
Beth Israel Lahey Health, Inc. Pension Plan
Data updated 2026-08-11
- $546M
- Total assets
- 1,732
- Participants
- 97th
- Percentile by assets
- $315,155
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $546M
- total plan assets (2024 EOY)
- 1,732
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $315,155
- avg assets per participant
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.
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Beth Israel Lahey Health Defined Benefit Plan II reports 1,732 participants - 2.6x that state average ($546M EOY assets).
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.)
| 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 II 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Beth Israel Lahey Health Defined Benefit Plan II by total assets, not by location.
- 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
Frequently Asked Questions
How did Beth Israel Lahey Health Defined Benefit Plan II 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 II rank by assets among Form 5500 filers? ▼
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Next read for Beth Israel Lahey Health Defined Benefit…
Filing takeaways
Ways to act on Beth Israel Lahey Health Defined Benefit Plan II's numbers.
- By total assets, Beth Israel Lahey Health Defined Benefit Plan II 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