Hebrew Seniorlife 401(k) and pension plans

Hebrew Seniorlife, Inc., Roslindale, MA. EIN 90-0183119. Annual reports 2009–2024. Also filed as Hebrew Seniorlife.

Hebrew Seniorlife, Inc. has 2 active retirement plans on file. The largest is the Hebrew Seniorlife Employee Savings Plan, with 2,928 participants and $160 million in assets in 2024.

Active plans: 2
Participants: 4,846
Plan assets: $193 million
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Hebrew Seniorlife Employee Savings Plan

403(b)Active

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

Plan number: 002Employer EIN 90-0183119
Participants (2024): 2,928
Net assets (2024): $160 million
Last listed recordkeeper: Transamerica2009–2013
Plan administrator: Hebrew Seniorlife, Inc.
1200 Centre Street
Roslindale, MA 02131
(617) 363-8000As filed for 2024
In effect since: January 1, 1985

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,928	$160 million	not listed
2023	3,219	$142 million	not listed
2022	2,887	$122 million	not listed
2021	3,012	$144 million	not listed
2020	3,211	$126 million	not listed
2019	3,032	$106 million	not listed
2018	2,955	$83.4 million	not listed
2017	2,937	$86.4 million	not listed
2016	2,930	$72.6 million	not listed
2015	2,905	$66.1 million	not listed
2014	2,720	$61.8 million	not listed
2013	2,797	$55.9 million	Transamerica
2012	2,819	$50.0 million	Transamerica
2011	2,699	$45.3 million	Transamerica
2010	1,293	$44.0 million	Transamerica
2009	1,199	$38.4 million	Transamerica

Hebrew Seniorlife 401(k) Retirement Savings Plan

401(k)Active

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

Plan number: 003Employer EIN 90-0183119
Participants (2024): 1,918
Net assets (2024): $32.9 million
Last listed recordkeeper: Transamerica2009–2013
Plan administrator: Hebrew Seniorlife, Inc.
1200 Centre Street
Roslindale, MA 02131
(617) 363-8000As filed for 2024
In effect since: January 1, 2004

Plans merged into this one: Hebrew Seniorlife 401(k) Retirement Savings Plan (2010).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,918	$32.9 million	not listed
2023	2,576	$29.4 million	not listed
2022	2,625	$25.5 million	not listed
2021	2,741	$29.6 million	not listed
2020	2,079	$25.9 million	not listed
2019	1,975	$22.0 million	not listed
2018	2,752	$17.9 million	not listed
2017	1,891	$17.9 million	not listed
2016	1,966	$15.3 million	not listed
2015	1,881	$13.7 million	not listed
2014	1,994	$13.0 million	not listed
2013	2,016	$11.8 million	Transamerica
2012	2,821	$10.7 million	Transamerica
2011	2,730	$9.4 million	Transamerica
2010	1,675	$8.8 million	Transamerica
2009	1,468	$7.5 million	Transamerica

Hebrew Rehabilitation Center for Aged Retirement Plan

Pension (defined benefit), frozenClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2022, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 04-2104298
Participants (2019): 420
Net assets (2019): $25.5 million
Last listed administrator: Transamerica2009–2014
Plan administrator: Hebrew Seniorlife
1200 Centre ST
Roslindale, MA 02131
(617) 363-8825As filed for 2022
In effect since: October 1, 1966

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	0	$11,418	not listed
2020	0	$33,224	not listed
2019	420	$25.5 million	not listed
2018	866	$53.1 million	not listed
2017	872	$56.8 million	not listed
2016	887	$50.6 million	not listed
2015	985	$51.5 million	not listed
2014	1,000	$56.3 million	Transamerica
2013	1,013	$55.6 million	Transamerica
2012	1,021	$53.6 million	Transamerica
2011	1,026	$48.6 million	Transamerica
2010	1,035	$45.8 million	Transamerica
2009	1,064	$42.2 million	Transamerica

Hebrew Seniorlife 401(k) Retirement Savings Plan

401(k)Merged

Merged. In 2010 its assets moved to the Hebrew Seniorlife Retirement 401(k), sponsored by Hebrew Seniorlife, Inc. (EIN 04-2104298, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 04-2104298
Participants (2010): 1,675
Net assets (2010): $8.8 million
Recordkeeper: Transamerica2010
Plan administrator: Hebrew Seniorlife
1200 Centre Street
Boston, MA 02131
(617) 363-8472As filed for 2010
In effect since: January 1, 2004

Earlier plan names: Hebrew Seniorlife 401(k) Retirement Plan.

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	1,675	$8.8 million	Transamerica
2009	0	$0	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((617) 363-8000). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
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.

All 4 plans

Hebrew Seniorlife Employee Savings Plan

Hebrew Seniorlife 401(k) Retirement Savings Plan

Hebrew Rehabilitation Center for Aged Retirement Plan

Hebrew Seniorlife 401(k) Retirement Savings Plan

If you had money in one of these plans

What these numbers are

Other health care employers in MA