Northeast Health System 401(k) and retirement plans

Northeast Health System, Inc., Burlington, MA. EIN 04-3240453. Annual reports 2009–2023.

Northeast Health System, Inc. has no active retirement plan on file. Its last annual report was for 2023. Its Northeast Health System 403(b) Retirement Plan was merged into Beth Israel Deaconess Medical Center Voluntary 403(b) Plan in 2023. No traditional pension plan appears in Northeast Health System's filings since 2009.

Active plans: 0
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Northeast Health System 403(b) Retirement Plan

403(b)Merged

Merged. In 2023 its assets moved to the Beth Israel Deaconess Medical Center Voluntary 403(b) Plan, sponsored by Beth Israel Lahey Health (EIN 04-2103881, plan 005). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 04-3240453
Participants (2022): 3,544
Net assets (2022): $162 million
Recordkeeper: Fidelity2017–2023
Plan administrator: Beth Israel Lahey Health, Inc. Retirement Plans Committee
20 University Road, Suite 700
Cambridge, MA 02138
(617) 278-8800As filed for 2023
In effect since: July 1, 2007

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	Fidelity
2022	3,544	$162 million	Fidelity
2021	3,586	$196 million	Fidelity
2020	4,059	$182 million	Fidelity
2019	4,312	$154 million	Fidelity
2018	4,608	$123 million	Fidelity
2017	5,715	$131 million	Fidelity
2016	4,913	$106 million	not listed
2015	4,837	$97.2 million	not listed
2014	4,267	$94.2 million	not listed
2013	5,006	$84.0 million	not listed
2012	5,060	$69.4 million	not listed
2011	4,088	$58.1 million	not listed
2010	3,748	$52.6 million	not listed
2009	5,551	$42.8 million	not listed

Northeast Health System 401(k) Retirement Plan

401(k)Stopped filing

No annual report since the 2009 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 003Employer EIN 04-3240453
Plan administrator: Northeast Health System, Inc.
85 Herrick Street
Beverly, MA 01915
(978) 774-4400As filed for 2009
In effect since: January 1, 2003

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.
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 2 plans

Northeast Health System 403(b) Retirement Plan

Northeast Health System 401(k) Retirement Plan

If you had money in one of these plans

What these numbers are

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