Beth Israel Lahey Health retirement plan: assets, participants and fees
What Beth Israel Lahey Health's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Willis Towers Watson LLC | 2023 Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 52 pension plans in health care and social assistance with 10,000 to 49,999 participants.
| Beth Israel Lahey Health: employer contribution per participant | $2,641 | |
| Peer median | $1,563 |
| Beth Israel Lahey Health: average balance | $51,094 | |
| Peer median | $56,798 |
| Beth Israel Lahey Health: admin expenses ÷ assets | 1.28% | |
| Peer median | 0.56% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $709M at the end of plan year 2021 to $703M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 13,755 | $703M | $36.3M | $2,641 | 1.28% | Not published | Form 5500 ↗ |
| 2023 | 14,200 | $688M | $11.4M | $805 | 1.42% | Not published | Form 5500 ↗ |
| 2022 | 14,146 | $671M | — | — | 1.57% | Not published | Form 5500 ↗ |
| 2021 | 14,516 | $709M | $6.6M | $454 | 1.56% | Not published | Form 5500 ↗ |
Other Beth Israel Lahey Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Beth Israel Lahey Health Defined Benefit Plan II
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Beth Israel Lahey Health match 401(k) contributions?
The match terms for the Beth Israel Lahey Health Defined Benefit Plan I have not been published from its filing yet. The plan year 2024 filing reports $36.3M in employer contributions, about $2,641 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Beth Israel Lahey Health 401(k) match vested?
The vesting schedule for the Beth Israel Lahey Health Defined Benefit Plan I is not in the data published so far. Your Summary Plan Description states it.
Who manages the Beth Israel Lahey Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Willis Towers Watson LLC. The plan administrator is Beth Israel Lahey Health, Inc..
I left Beth Israel Lahey Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Beth Israel Lahey Health, Inc., (781) 744-8924) or the recordkeeper, Willis Towers Watson LLC. The Beth Israel Lahey Health old 401(k) page lists the contacts from every plan filing. Find an old Beth Israel Lahey Health 401(k)
Data from the public Form 5500 annual reports Beth Israel Lahey Health filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Beth Israel Lahey Health. Not financial advice. Report a correction · Methodology