How big is Tufts Medicine, Inc.'s plan?

Tufts Medicine, Inc.'s plan reported $991.9M in assets and 11,129 participants for 2024.

Original filing (PDF)20251015120622NAL0009124402001

Tufts Medicine, Inc.

Name: Tufts Medicine, Inc. — Tufts Medicine, Inc. 403(b), Form 5500 (2024)
Creator: Tufts Medicine, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tufts Medicine, Inc. 403(b) Retirement Plan

401(k) retirement plan · Tufts Medicine, Inc.'s Tufts Medicine, Inc. 403(b) Retirement Plan held $991.9M in plan assets for 11,129 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

11,129

Accounts w/ balance

11,203

Plan assets (EOY)

$991.9M

Net assets (EOY)

$991.9M

People on this filing

TARA Johnson signed Tufts Medicine, Inc.'s 2024 Form 5500 as plan administrator.

TARA Johnson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tufts Medicine, Inc.'s EIN is 47-2250732.

EIN 47-2250732

Plan number 001

Plan year 2024

ACK ID 20251015120622NAL0009124402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tufts Medicine, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tufts Medicine, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

69 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

TUFTS MEDICINE, INC.

EIN

all filings

Address

800 DISTRICT AVE, STE 520 · BURLINGTON, MA · 01803

Phone

(978) 942-2220

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INV INST OPS	04-2647786	—	RECORDKEEPER	$382K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	INVESTMENT ADVISOR	$95K	—

Investments

69 direct securities· $998.0M(100% of reported assets)

Mutual Funds

$823.8M

27 holdings

Common Collective Trusts

$129.5M

10 holdings

Other securities

$27.0M

25 holdings

Bonds / Notes

$7.5M

3 holdings

Self-Directed Brokerage

$6.3M

1 holding

Cash / Money Market

$3.9M

2 holdings

U.S. Treasuries

$13K

1 holding

					% of plan
Fidelity Growth Company Fund Class K Mutual Fund	Mutual Funds	—	—	$140.9M	14.2%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$92.1M	9.3%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$88.1M	8.9%
Vanguard Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$65.4M	6.6%
Vanguard Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$63.8M	6.4%
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$61.8M	6.2%
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$60.7M	6.1%
Fidelity Contrafund Fund Mutual Fund	Mutual Funds	—	—	$56.9M	5.7%
Vanguard Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$54.0M	5.4%
Vanguard Target Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$37.4M	3.8%
Vanguard Federal Money Market Fund Mutual Fund	Mutual Funds	—	—	$37.3M	3.8%
Vanguard Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$33.0M	3.3%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$22.8M	2.3%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$19.6M	2.0%
MFS Value Fund R6 Mutual Fund	Mutual Funds	—	—	$16.3M	1.6%
Dodge & Cox Income Fund Class X Mutual Fund	Mutual Funds	—	—	$15.1M	1.5%
T. Rowe Price Overseas Stock Fund Mutual Fund	Other securities	—	—	$14.8M	1.5%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$13.7M	1.4%
Fidelity Small Cap Value Fund Mutual Fund	Mutual Funds	—	—	$12.4M	1.3%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$11.6M	1.2%
MFS Mid Cap Value Fund R6 Mutual Fund	Mutual Funds	—	—	$9.8M	1.0%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$9.3M	0.9%
PIMCO Income Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$7.7M	0.8%
Participant Loans (Interest Rate 4.25% - 9.50%) 0	Bonds / Notes	—	—	$6.5M	0.7%
Macquarie Mid Cap Growth Fund Class I Mutual Fund	Other securities	—	—	$6.5M	0.7%
Fidelity Brokerage Option Self-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$6.3M	0.6%
Fidelity Low-Priced Stock Fund Mutual Fund	Mutual Funds	—	—	$6.3M	0.6%
Vanguard Target Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$6.0M	0.6%
Seafarer Overseas Growth and Income Fund Mutual Fund	Other securities	—	—	$4.2M	0.4%
Janus Henderson Triton Fund Class I Mutual Fund	Mutual Funds	—	—	$4.0M	0.4%
Includes $3,879,307 of money market, exchange traded and mutual funds considered party-in-interest to the Plan as defined by ERISA.	Cash / Money Market	—	—	$3.9M	0.4%
VALIC Systematic Value Fund Variable Rate Annuity 468 * VALIC Vanguard Lifestyle Moderate Fund Variable Rate Annuity 3 Total Variable Rate Annuities	Mutual Funds	—	—	$2.7M	0.3%
Vanguard Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.0M	0.2%
Vanguard Target Retirement 2070 Fund Mutual Fund	Mutual Funds	—	—	$1.6M	0.2%
VALIC Fixed Account Plus Fund Fixed Rate Annuity	Bonds / Notes	—	—	$782K	<0.1%
VALIC Science & Technology Fund Variable Rate Annuity	Other securities	—	—	$540K	<0.1%
VALIC Stock Index Fund Variable Rate Annuity	Common Collective Trusts	—	—	$512K	<0.1%
VALIC Growth Fund Variable Rate Annuity	Other securities	—	—	$283K	<0.1%
VALIC Short Term Fixed Account Fund Fixed Rate Annuity	Bonds / Notes	—	—	$164K	<0.1%
VALIC Vanguard Windsor II Fund Variable Rate Annuity	Mutual Funds	—	—	$155K	<0.1%
VALIC Nasdaq-100® Index Fund Variable Rate Annuity	Common Collective Trusts	—	—	$153K	<0.1%
VALIC Mid Cap Index Fund Variable Rate Annuity	Common Collective Trusts	—	—	$132K	<0.1%
VALIC Large Capital Growth Fund Variable Rate Annuity	Other securities	—	—	$118K	<0.1%
VALIC Systematic Growth Fund Variable Rate Annuity	Other securities	—	—	$109K	<0.1%
VALIC Small Cap Index Fund Variable Rate Annuity	Common Collective Trusts	—	—	$64K	<0.1%
VALIC Small Cap Special Value Fund Variable Rate Annuity	Other securities	—	—	$62K	<0.1%
VALIC Systematic Core Fund Variable Rate Annuity	Other securities	—	—	$61K	<0.1%
VALIC Ariel Appreciation Fund Variable Rate Annuity	Other securities	—	—	$48K	<0.1%
VALIC Goldman Sachs Government Money Market Fund Variable Rate Annuity	Cash / Money Market	—	—	$46K	<0.1%
VALIC Small Cap Growth Fund Variable Rate Annuity	Other securities	—	—	$43K	<0.1%