Tufts Medicine 401(k) and pension plans

Tufts Medicine, Inc., Burlington, MA. EIN 47-2250732. Annual reports 2009–2024. Also filed as LGH Corp, Inc.; Circle Health, Inc.; Hallmark Health Corporation; Melrosewakefield Healthcare Parent Corporation.

Tufts Medicine, Inc. has 3 active retirement plans on file. The largest is the Tufts Medicine, Inc. 403(b) Retirement Plan, with 15,751 participants and $992 million in assets in 2024. Fidelity has been its recordkeeper since 2022.

Active plans: 3
Participants: 20,305
Plan assets: $1.4 billion
401(k) recordkeeper: Fidelity
Plans on file: 5
Industry: Health care

All 5 plans

Active plans first

Tufts Medicine, Inc. 403(b) Retirement Plan

401(k)Active

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

Plan number: 001Employer EIN 47-2250732
Participants (2024): 15,751
Net assets (2024): $992 million
Recordkeeper: Fidelity2022–2024
Plan administrator: Tufts Medicine, Inc.
800 District Ave, Ste 520
Burlington, MA 01803
(978) 942-2220As filed for 2024
In effect since: March 1, 2020

Plans merged into this one: Melrosewakefield Healthcare 403(b) Plan (2023); Lowell General Hospital Corp. Inc. 403(b) Retirement (Formerly LGH Fidelity 403(b) Retirement Savings Plan (2023); Home Health Foundation, Inc. 403(b) Retirement Plan (2022).

Earlier sponsor: Wellforce, Inc (2020).

Earlier plan names: Wellforce, Inc. 403(b) Retirement Plan.

Year by year, 2020 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	15,751	$992 million	Fidelity
2023	17,488	$862 million	Fidelity
2022	1,196	$58.8 million	Fidelity
2021	326	$4.3 million	not listed
2020	73	$612,082	not listed

Melrosewakefield Healthcare 401(k) Savings Plan

401(k)Active

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

Plan number: 001Employer EIN 04-2103587
Participants (2024): 2,533
Net assets (2024): $179 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Tufts Medicine, Inc.
170 Governors Avenue
Medford, MA 02155
(781) 306-6595As filed for 2024
In effect since: January 1, 1995

Earlier sponsors: Hallmark Health Corporation (2009–2017); Melrosewakefield Healthcare Parent Corporation (2018–2019); Melrosewakefield Healthcare (2020–2023).

Earlier plan names: Hallmark Health 401(k) Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,533	$179 million	Fidelity
2023	2,707	$171 million	Fidelity
2022	2,889	$158 million	Fidelity
2021	3,138	$212 million	Fidelity
2020	3,351	$201 million	Fidelity
2019	3,713	$181 million	Fidelity
2018	3,724	$167 million	Fidelity
2017	3,686	$183 million	Fidelity
2016	3,830	$156 million	Fidelity
2015	3,629	$143 million	Fidelity
2014	3,516	$142 million	Fidelity
2013	3,554	$136 million	Fidelity
2012	3,748	$116 million	Fidelity
2011	3,593	$101 million	Fidelity
2010	3,458	$98.0 million	Fidelity
2009	3,532	$83.8 million	Fidelity

Consolidated Pension Plan of Tufts Medicine, Inc.

Cash balance pension, frozenActive

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

Plan number: 002Employer EIN 47-2250732
Participants (2024): 2,021
Net assets (2024): $220 million
Plan administrator: Tufts Medicine, Inc.
800 District Ave, Ste 520
Burlington, MA 01803
(978) 942-2220As filed for 2024
In effect since: January 1, 1963

Plans merged into this one: Tufts Medical Center, Inc. Retirement Program - Defined Benefit Plan (2023).

Earlier sponsors: LGH Corp, Inc. (2009–2011); Circle Health, Inc. (2012–2022).

Earlier plan names: Pension Plan of LGH Corp Inc; Pension Plan of Circle Health, Inc..

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,021	$220 million	not listed
2023	2,241	$227 million	not listed
2022	725	$59.9 million	not listed
2021	740	$75.0 million	not listed
2020	1,148	$87.5 million	not listed
2019	1,190	$79.9 million	not listed
2018	1,231	$74.1 million	not listed
2017	1,260	$75.9 million	not listed
2016	1,124	$68.8 million	not listed
2015	1,157	$65.5 million	not listed
2014	1,365	$72.8 million	not listed
2013	1,409	$65.6 million	not listed
2012	1,448	$59.8 million	not listed
2011	1,475	$52.2 million	not listed
2010	1,493	$48.7 million	not listed
2009	1,517	$41.1 million	not listed

Melrosewakefield Healthcare DB Pension Plan for the Benefit of Employees of Lawrence Memorial & Malden Medical Center

Pension (defined benefit), frozenClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2023, which means its assets were paid out or moved and it no longer exists.

Plan number: 003Employer EIN 04-2103587
Participants (2021): 544
Net assets (2021): $24.0 million
Last listed administrator: Sentinel2009–2020
Plan administrator: Melrosewakefield Healthcare Parent Corporation
170 Governors Avenue
Medford, MA 02155
(781) 306-6595As filed for 2023
In effect since: November 1, 1966

Earlier sponsor: Hallmark Health Corporation (2009–2017).

Earlier plan names: Hallmark Health Corporation Defined Benefit Pension Plan; Melrosewakefield Healthcare DB Pension Plan Benefit of Employees of Lawrence Memorial Hospital & Malden Medical Center.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	0	$0	not listed
2021	544	$24.0 million	not listed
2020	577	$26.9 million	Sentinel
2019	602	$21.1 million	Sentinel
2018	633	$18.5 million	Sentinel
2017	663	$21.5 million	Sentinel
2016	688	$19.4 million	Sentinel
2015	727	$18.7 million	Sentinel
2014	767	$21.5 million	Sentinel
2013	827	$22.9 million	Sentinel
2012	883	$20.8 million	Sentinel
2011	921	$20.9 million	Sentinel
2010	957	$23.0 million	Sentinel
2009	992	$21.8 million	Sentinel

Melrosewakefield Healthcare 403(b) Plan

Defined contribution planMerged

Merged. In 2023 its assets moved to the Wellforce, Inc. 403(b) Retirement Plan, sponsored by Tufts Medicine, Inc. (EIN 47-2250732, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 04-2103587
Participants (2022): 2,713
Net assets (2022): $99.4 million
Recordkeeper: Fidelity2009–2023
Plan administrator: Melrosewakefield Healthcare Parent Corporation
170 Governors Ave, C/O Benefits Office
Medford, MA 02155
(781) 306-6595As filed for 2023
In effect since: January 1, 1995

Earlier sponsor: Hallmark Health Corporation (2009–2017).

Earlier plan names: Hallmark Health 403(b) Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	Fidelity
2022	2,713	$99.4 million	Fidelity
2021	2,577	$112 million	Fidelity
2020	3,053	$94.8 million	Fidelity
2019	2,765	$72.8 million	Fidelity
2018	2,987	$51.0 million	Fidelity
2017	1,048	$56.2 million	Fidelity
2016	1,071	$45.7 million	Fidelity
2015	1,065	$40.6 million	Fidelity
2014	1,091	$39.0 million	Fidelity
2013	1,106	$36.4 million	Fidelity
2012	1,126	$31.2 million	Fidelity
2011	1,143	$26.6 million	Fidelity
2010	1,576	$25.2 million	Fidelity
2009	1,178	$21.0 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Tufts Medicine, Inc. 403(b) Retirement Plan. 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 ((978) 942-2220). 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 5 plans

Tufts Medicine, Inc. 403(b) Retirement Plan

Melrosewakefield Healthcare 401(k) Savings Plan

Consolidated Pension Plan of Tufts Medicine, Inc.

Melrosewakefield Healthcare DB Pension Plan for the Benefit of Employees of Lawrence Memorial & Malden Medical Center

Melrosewakefield Healthcare 403(b) Plan

If you had money in one of these plans

What these numbers are

Other health care employers in MA