Lahey Clinic Foundation pension plans

Lahey Clinic Foundation, Inc., Burlington, MA. EIN 04-2323457. Annual reports 2009–2023.

Lahey Clinic Foundation, Inc. has no active retirement plan on file. Its last annual report was for 2023. Its Lahey Clinic 403(b) Retirement Savings Plan was merged into Beth Israel Lahey Health 403(b) Retirement Savings Plan in 2023.

Active plans: 0
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Lahey Clinic 403(b) Retirement Savings Plan

403(b)Merged

Merged. In 2023 its assets moved to the Beth Israel Lahey Health 403(b) Retirement Savings Plan (EIN 83-2671600, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 04-2323457
Participants (2022): 10,515
Net assets (2022): $1.1 billion
Recordkeeper: Fidelity2009–2023
Plan administrator: Beth Israel Lahey Health Retirement Plans Committee
20 University Road, Suite 700
Cambridge, MA 02138
(617) 278-8800As filed for 2023
In effect since: January 1, 2000

Earlier plan names: Lahey Clinic Retirement Savings Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	Fidelity
2022	10,515	$1.1 billion	Fidelity
2021	10,171	$1.3 billion	Fidelity
2020	9,379	$1.2 billion	Fidelity
2019	10,988	$956 million	Fidelity
2018	10,577	$700 million	Fidelity
2017	9,743	$687 million	Fidelity
2016	10,223	$522 million	Fidelity
2015	8,405	$429 million	Fidelity
2014	8,021	$395 million	Fidelity
2013	7,167	$348 million	Fidelity
2012	6,738	$290 million	Fidelity
2011	6,626	$241 million	Fidelity
2010	6,582	$224 million	Fidelity
2009	6,538	$182 million	Fidelity

Lahey Clinic Foundation, Inc. Pension Plan

Pension (defined benefit), frozenMerged

Merged. In 2019 its assets moved to the The Beth Israel Deaconess Hospital Plymouth Retirement Plan, sponsored by Beth Israel Lahey Health (EIN 22-2667354, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 333Employer EIN 04-2323457
Participants (2018): 6,235
Net assets (2018): $545 million
Plan administrator: Lahey Clinic Foundation, Inc.
41 Mall Road
Burlington, MA 01805
(781) 744-5100As filed for 2019
In effect since: January 1, 1951

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	not listed
2018	6,235	$545 million	not listed
2017	6,363	$537 million	not listed
2016	6,584	$537 million	not listed
2015	6,757	$517 million	not listed
2014	6,940	$501 million	not listed
2013	7,173	$555 million	not listed
2012	7,416	$523 million	not listed
2011	7,690	$529 million	not listed
2010	7,842	$415 million	not listed
2009	7,749	$364 million	not listed

If you had money in one of these plans

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.
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 2 plans

Lahey Clinic 403(b) Retirement Savings Plan

Lahey Clinic Foundation, Inc. Pension Plan

If you had money in one of these plans

What these numbers are

Other health care employers in MA