Baystate Health 401(k) and pension plans

Baystate Health, Inc, Springfield, MA. EIN 04-2105941. Annual reports 2009–2025. Also filed as Baystate Health, Inc.; Baystate Health Inc.

Baystate Health, Inc has one active retirement plan on file, the Baystate Health, Inc Retirement Plan, with 17,769 participants and $1.4 billion in assets in 2024. Fidelity has been its recordkeeper since 2022.

Active plans: 1
Participants: 17,769
Plan assets: $1.4 billion
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Baystate Health, Inc Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 04-2105941
Participants (2024): 17,769
Net assets (2024): $1.4 billion
Recordkeeper: FidelityEarlier: Empower (2021), MassMutual (2011–2020), Fidelity (2009–2010)
Plan administrator: Baystate Health, Inc
280 Chestnut Street
Springfield, MA 01199
(413) 794-7700As filed for 2024
In effect since: January 1, 2005

Plans merged into this one: The Trustees of Noble Hospital, Inc. 403(b) Plan (2021).

Earlier plan names: Baystate Health, Inc. Retirement Contribution Account Plan; Baystate Health, Inc. Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	17,769	$1.4 billion	Fidelity
2023	17,465	$1.2 billion	Fidelity
2022	16,556	$987 million	Fidelity
2021	15,861	$1.1 billion	Empower
2020	14,858	$911 million	MassMutual
2019	14,598	$733 million	MassMutual
2018	13,875	$550 million	MassMutual
2017	13,479	$514 million	MassMutual
2016	13,028	$381 million	MassMutual
2015	12,847	$267 million	MassMutual
2014	12,604	$229 million	MassMutual
2013	11,523	$179 million	MassMutual
2012	11,145	$122 million	MassMutual
2011	10,878	$33.4 million	MassMutual
2010	4,811	$26.3 million	Fidelity
2009	3,901	$17.3 million	Fidelity

Baystate Health, Inc. Retirement Program

Cash balance pension, frozenClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2025, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 04-2105941
Participants (2023): 7,516
Net assets (2023): $774 million
Plan administrator: Baystate Health, Inc.
280 Chestnut Street
Springfield, MA 01104
(413) 794-7697As filed for 2025
In effect since: January 1, 1956

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	0	$0	not listed
2024	0	$0	not listed
2023	7,516	$774 million	not listed
2022	7,773	$787 million	not listed
2021	7,964	$978 million	not listed
2020	8,169	$955 million	not listed
2019	8,388	$889 million	not listed
2018	8,596	$789 million	not listed
2017	8,808	$906 million	not listed
2016	9,041	$845 million	not listed
2015	9,281	$835 million	not listed
2014	9,465	$876 million	not listed
2013	9,655	$792 million	not listed
2012	9,876	$760 million	not listed
2011	9,970	$684 million	not listed
2010	10,115	$621 million	not listed
2009	10,286	$516 million	not listed

Baystate Health 401(k) Plan

401(k)Closed

Closed. The plan filed its final annual report for 2018, which means its assets were paid out or moved and it no longer exists.

Plan number: 002Employer EIN 04-2105941
Participants (2017): 197
Net assets (2017): $4.2 million
Recordkeeper: MassMutualEarlier: Fidelity (2009–2012)
Plan administrator: Baystate Health, Inc.
280 Chestnut Street
Springfield, MA 01199
(413) 794-7700As filed for 2018
In effect since: July 1, 1990

Earlier plan names: Baystate Ambulance 401(k) Plan.

Year by year, 2009 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	MassMutual
2017	197	$4.2 million	MassMutual
2016	203	$3.4 million	MassMutual
2015	202	$2.9 million	MassMutual
2014	192	$2.7 million	MassMutual
2013	278	$2.7 million	MassMutual
2012	252	$2.0 million	Fidelity
2011	222	$1.6 million	Fidelity
2010	216	$1.7 million	Fidelity
2009	209	$1.4 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Baystate Health, Inc Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((413) 794-7700). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.