Defined Benefit (Pension) · DOL Form 5500 · 2024
Mass General Brigham Incorporated Pension Plan
Data updated 2026-08-25
- $11.6B
- Total assets Mega-plan scale
- 60,621
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $191,127
- Avg per participant Above avg balance/head
Official DOL plan name: Consolidated Cash Balance Program of Mass General Brigham and Member Organizations · Sponsored by Mass General Brigham Incorporated · Massachusetts · Healthcare & Social Assistance
$11.6B in assets, 60,621 participants
Mass General Brigham Incorporated's Consolidated Cash Balance Program of Mass General Brigham and Member Organizations reported $11.6B in total assets and 60,621 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #16,908 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations covers 60,621 participants in Massachusetts, 92x the typical Massachusetts plan (state average ~659 per filing). Assets: $11.6B.
- #16,908
- in Healthcare & Social Assistance (16,916 peers)
- +12.2%
- assets growth YoY
- 116×
- vs typical plan assets (national mean)
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations's outsized position by total assets
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,586,293,172 Highest reported value at or above every one 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
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations'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. Consolidated Cash Balance Program of Mass General Brigham and Member Organizations is a mega filing (60,621 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations end-of-year assets rose from $10.3B in the plan year 2023 filing to $11.6B in the plan year 2024 filing.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations reported participants rose from 58,745 in the plan year 2023 filing to 60,621 in the plan year 2024 filing.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations reported net income rose from $1.3B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 043230035 · Mass General Brigham Incorporated PY 2024 · Defined Benefit (Pension)
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations · $11.6B · 60,621 · 100th
- PCT $11.6B
- PCT 60,621
- PCT 100th
- PCT Defined Benefit (Pension)
- PCT near Retirement Security Plan
- PCT ind #16908
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 →
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $10.3B |
|---|---|
| Net Assets (End of Year) | $11.6B |
| Net Income | $1.3B |
| Employer EIN | 043230035 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mass General Brigham Incorporated)
Sponsor-wide plan assets over time
All Mass General Brigham Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $29.0B 33.49288324467905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 136,155 | $21.7B |
| 2023 | 3 | 138,723 | $25.9B |
| 2024 | 3 | 142,326 | $29.0B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.8B · 10,943
Scale composition for Consolidated Cash Balance Program of Mass General Brigham and Member Organizations
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations reports $11.6B in end-of-year assets across 60,621 participants (0.094% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.065% of 93,925,755 covered participants) - about $191,127 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2024 was $1.3B.
This plan identity (EIN 043230035, plan #499) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.1B to $11.6B (+27.7%) while covered participants moved from 55,495 to 60,621 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 55,495 | $9.1B | Open filing |
| 2023 | 58,745 | $10.3B | Open filing |
| 2024 · index core | 60,621 | $11.6B | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations (Profit Sharing, $16.7B, 76,559 participants)
- Consolidated 401(a) and 401(k) Program of Mass General Brigham and Member Organizations (401(k), $645M, 5,146 participants)
Consolidated Cash Balance Program of Mass General Brigham and Member Organizations's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Retirement Security Plan in VA ($11.5B); by covered participants it is The PNC Financial Services Group, Inc. Pension Plan in PA (58,779 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11.6B here).
- Retirement Security Plan (VA) $11.5B · 56,633
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. (CA) $11.4B · 18,983
- The Lilly Retirement Plan (IN) $11.8B · 19,897
- Mayo Pension Plan (MN) $11.8B · 71,743
Similar participant headcount
Nearest other-state filings by covered participants (60,621 participants); asset peers above are excluded.
- The PNC Financial Services Group, Inc. Pension Plan (PA) 58,779 · 1,842 off
- Motion Picture Industry Pension Plan (CA) 62,656 · 2,035 off
- U.S. Bank Pension Plan (MN) 62,822 · 2,201 off
- Sheet Metal Workers' National Pension Fund (VA) 63,530 · 2,909 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.