Mass General Brigham 401(k) and pension plans

Mass General Brigham Incorporated, Somerville, MA. EIN 04-3230035. Annual reports 2009–2024. Also filed as Partners Healthcare System, Inc.; Partners Healthcare Systems, Inc.; Massachusetts General Hospital.

Mass General Brigham Incorporated has 3 active retirement plans on file. The largest is the Consolidated 403(b) Program of Mass General Brigham and Member Organizations, with 136,132 participants and $16.7 billion in assets in 2024. Fidelity has been its recordkeeper since 2013.

Active plans: 3
Participants: 242,569
Plan assets: $29.0 billion
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Consolidated 403(b) Program of Mass General Brigham and Member Organizations

403(b)Active

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

Plan number: 010Employer EIN 04-3230035
Participants (2024): 136,132
Net assets (2024): $16.7 billion
Recordkeeper: Fidelity2013–2024
Plan administrator: Mass General Brigham Incorporated
399 Revolution Drive, Suite 245
Somerville, MA 02145
(833) 275-6947As filed for 2024
In effect since: January 1, 2013

Plans merged into this one: Brigham and Women'S Hospital Professional Staff Retirement Plan (2013); North Shore Medical Center 403(b) Plan (2013); Newton-Wellesley Hospital 403(b) Plan (2013); The Massachusetts General Hospital Academic Annuity Plan (2013); Massachusetts Eye and Ear Infirmary 403(b) Plan (2018); Wentworth-Douglass Hospital 403(b) Retirement Plan (2018); Faulkner Hospital Partnership Plan (2013); Cooley Dickinson Health Care Corporation 403(b) Plan (2014).

Earlier sponsor: Partners Healthcare System, Inc. (2013–2018).

Earlier plan names: Consolidated 403(b) Program of Partners Healthcare and Member Organizations.

Year by year, 2013 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	136,132	$16.7 billion	Fidelity
2023	131,090	$14.9 billion	Fidelity
2022	125,671	$12.1 billion	Fidelity
2021	118,965	$10.5 billion	Fidelity
2020	111,219	$12.4 billion	Fidelity
2019	105,589	$10.3 billion	Fidelity
2018	98,023	$9.2 billion	Fidelity
2017	81,366	$8.2 billion	Fidelity
2016	75,246	$7.5 billion	Fidelity
2015	88,345	$6.5 billion	Fidelity
2014	88,204	$5.8 billion	Fidelity
2013	84,795	$5.6 billion	Fidelity

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations

Cash balance pensionActive

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

Plan number: 499Employer EIN 04-3230035
Participants (2024): 96,507
Net assets (2024): $11.6 billion
Administered by: AlightEarlier: Conduent (2010–2017), Partners Healtcare System (2009)
Plan administrator: Mass General Brigham Incorporated
399 Revolution Drive, Suite 245
Somerville, MA 02145
(833) 275-6947As filed for 2024
In effect since: October 1, 1964

Plans merged into this one: Brigham and Women'S Hospital Retirement Plan (2017); Retirement Plan for Employees of North Shore Medical Center - Union Hospital (2017); Massachusetts Eye and Ear Infirmary Pension Plan (2017); Pension Plan for Employees of Cooley Dickinson Healthcare Corporation (2017).

Earlier sponsors: Massachusetts General Hospital (2009–2014); Partners Healthcare System, Inc. (2015–2017).

Earlier plan names: Massachusetts General Hospital Cash Balance Retirement Plan; Consolidated Cash Balance Program of Partners Healthcare and Member Organizations.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	96,507	$11.6 billion	Alight
2023	92,406	$10.3 billion	Alight
2022	92,816	$9.1 billion	Alight
2021	88,299	$8.6 billion	Alight
2020	85,430	$10.2 billion	Alight
2019	81,242	$8.2 billion	Alight
2018	76,709	$7.2 billion	Alight
2017	76,180	$6.8 billion	Conduent
2016	45,512	$4.3 billion	Conduent
2015	36,610	$3.7 billion	Conduent
2014	34,349	$3.1 billion	Conduent
2013	33,183	$3.2 billion	Conduent
2012	32,014	$2.8 billion	Conduent
2011	30,230	$2.4 billion	Conduent
2010	30,265	$2.0 billion	Conduent
2009	29,434	$1.5 billion	Partners Healtcare System

Consolidated 401(A) and 401(k) Program of Mass General Brigham and Member Organizations

401(k)Active

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

Plan number: 500Employer EIN 04-3230035
Participants (2024): 9,930
Net assets (2024): $645 million
Recordkeeper: Fidelity2013–2024
Plan administrator: Mass General Brigham Incorporated
399 Revolution Drive, Suite 245
Somerville, MA 02145
(833) 275-6947As filed for 2024
In effect since: January 1, 1996

Plans merged into this one: North Shore Medical Center Retirement Plan (2013); Newton-Wellesley Hospital Partnership 401(A) Plan (2013); Partners Community Healthcare, Inc. Employee Savings Plan (2013).

Earlier sponsors: Partners Healthcare System, Inc. (2009–2018); Partners Healthcare Systems, Inc. (2015–2016).

Earlier plan names: Partners Healthcare System, Inc. Corporate Staff 401(A) Retirement Plan; Partners Healthcare System, Inc. Corporate Staff Retirement Plan; Consolidated 401(A) and 401(k) Program of Partners Healthcare and Member Organizations.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,930	$645 million	Fidelity
2023	10,028	$629 million	Fidelity
2022	10,399	$544 million	Fidelity
2021	10,979	$515 million	Fidelity
2020	11,967	$670 million	Fidelity
2019	12,417	$596 million	Fidelity
2018	12,284	$594 million	Fidelity
2017	12,787	$605 million	Fidelity
2016	14,126	$597 million	Fidelity
2015	14,870	$526 million	Fidelity
2014	14,437	$486 million	Fidelity
2013	1,698	$452 million	Fidelity
2012	3,510	$90.0 million	not listed
2011	3,897	$83.7 million	not listed
2010	4,080	$85.1 million	not listed
2009	4,078	$83.6 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Consolidated 403(b) Program of Mass General Brigham and Member Organizations. 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 ((833) 275-6947). That number was filed for 2024; ask for the benefits or retirement plan office.
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 3 plans

Consolidated 403(b) Program of Mass General Brigham and Member Organizations

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations

Consolidated 401(A) and 401(k) Program of Mass General Brigham and Member Organizations

If you had money in one of these plans

What these numbers are

Other health care employers in MA