Tufts Medical Center pension plans

Tufts Medical Center, Inc., Boston, MA. EIN 04-3400617. Annual reports 2009–2024.

Tufts Medical Center, Inc. has 2 active retirement plans on file. The largest is the Tufts Medical Center, Inc. Retirement Savings Plan - 403(b), with 2,941 participants and $373 million in assets in 2024. Fidelity has been its recordkeeper since 2019.

Active plans: 2
Participants: 3,443
Plan assets: $401 million
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Health care

All 4 plans

Active plans first

Tufts Medical Center, Inc. Retirement Savings Plan - 403(b)

403(b)Active

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

Plan number: 007Employer EIN 04-3400617
Participants (2024): 2,941
Net assets (2024): $373 million
Recordkeeper: FidelityEarlier: ADP (2013–2018), Fidelity (2009–2012)
Plan administrator: Tufts Medical Center, Inc.
800 Washington Street, Box 860
Boston, MA 02111
(617) 636-5000As filed for 2024
In effect since: January 1, 1984

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,941	$373 million	Fidelity
2023	3,440	$335 million	Fidelity
2022	8,051	$630 million	Fidelity
2021	7,812	$770 million	Fidelity
2020	7,532	$662 million	Fidelity
2019	7,241	$557 million	Fidelity
2018	6,066	$462 million	ADP
2017	5,721	$491 million	ADP
2016	5,371	$407 million	ADP
2015	5,150	$382 million	ADP
2014	4,986	$374 million	ADP
2013	4,836	$348 million	ADP
2012	4,704	$292 million	Fidelity
2011	4,804	$265 million	Fidelity
2010	4,576	$264 million	Fidelity
2009	6,967	$230 million	Fidelity

Tufts Medical Center, Inc. Retirement Program - Participant Contribution Plan

Profit-sharing planActive

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

Plan number: 005Employer EIN 04-3400617
Participants (2024): 502
Net assets (2024): $28.2 million
Last listed recordkeeper: Mercer2009
Plan administrator: Tufts Medical Center, Inc.
800 Washington Street, Box 860
Boston, MA 02111
(617) 636-5000As filed for 2024
In effect since: October 1, 1989

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	502	$28.2 million	not listed
2023	631	$29.0 million	not listed
2022	580	$28.5 million	not listed
2021	661	$40.5 million	not listed
2020	679	$41.0 million	not listed
2019	702	$37.2 million	not listed
2018	751	$35.2 million	not listed
2017	807	$41.1 million	not listed
2016	859	$38.2 million	not listed
2015	910	$37.4 million	not listed
2014	956	$39.7 million	not listed
2013	1,010	$38.7 million	not listed
2012	1,089	$38.4 million	not listed
2011	1,130	$35.3 million	not listed
2010	1,182	$34.2 million	not listed
2009	1,228	$31.8 million	Mercer

Tufts Medical Center, Inc. Retirement Program - Defined Benefit Plan

Cash balance pension, frozenMerged

Merged. In 2023 its assets moved to the Pension Plan of Circle Health, Inc., sponsored by Tufts Medicine, Inc. (EIN 47-2250732, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 04-3400617
Participants (2022): 1,558
Net assets (2022): $157 million
Last listed administrator: ProcentiaEarlier: Profund Systems (2010–2012)
Plan administrator: Tufts Medical Center, Inc.
800 Washington Street, Box 860
Boston, MA 02111
(617) 636-5000As filed for 2023
In effect since: January 1, 1984

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	1,558	$157 million	not listed
2021	1,604	$206 million	not listed
2020	2,189	$222 million	not listed
2019	2,234	$196 million	not listed
2018	2,290	$169 million	Procentia
2017	2,363	$180 million	not listed
2016	2,444	$154 million	Procentia
2015	2,516	$142 million	Procentia
2014	2,578	$133 million	Procentia
2013	2,629	$118 million	Procentia
2012	2,683	$104 million	Profund Systems
2011	2,947	$93.9 million	Profund Systems
2010	3,016	$81.8 million	Profund Systems
2009	3,066	$70.7 million	not listed

Tufts Medical Center, Inc. 403(b) Plan for Certain Special and Scientific Employees

403(b)Stopped filing

No annual report since the 2020 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: 006Employer EIN 04-3400617
Participants (2020): 45
Net assets (2020): $3.0 million
Recordkeeper: Fidelity2020
Plan administrator: Tufts Medical Center, Inc.
800 Washington Street, Box 860
Boston, MA 02111
(617) 636-5000As filed for 2020
In effect since: March 1, 2002

Year by year, 2009 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	45	$3.0 million	Fidelity
2019	50	$2.6 million	not listed
2018	50	$2.3 million	not listed
2017	53	$2.4 million	not listed
2016	56	$2.1 million	not listed
2015	57	$2.0 million	not listed
2014	58	$2.0 million	not listed
2013	61	$1.9 million	not listed
2012	62	$1.6 million	not listed
2011	66	$1.5 million	not listed
2010	69	$1.6 million	not listed
2009	71	$1.5 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Tufts Medical Center, Inc. Retirement Savings Plan - 403(b). 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 ((617) 636-5000). 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.