Other · DOL Form 5500 · 2022

Bethany St. Joseph Corporation Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
522
Participants Below avg headcount
73rd
Percentile by assets National rank
$30,182
Avg per participant Low balance/head
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Official DOL plan name: Bethany St. Joseph Corporation Retirement Plan · Sponsored by Bethany St. Joseph Corporation · Wisconsin · Healthcare & Social Assistance

$16M in assets, 522 participants

Bethany St. Joseph Corporation's Bethany St. Joseph Corporation Retirement Plan reported $16M in total assets and 522 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,597 in Healthcare & Social Assistance (20,060 peers)

Bethany St. Joseph Corporation multi-year trail

Bethany St. Joseph Corporation's plans moved +23.2% in assets from 2022 to 2024; this filing shows Bethany St. Joseph Corporation Retirement Plan at $16M / 522 participants.

#15,597
in Healthcare & Social Assistance (20,060 peers)
-20.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bethany St. Joseph Corporation Retirement Plan's outsized position by total assets

Bethany St. Joseph Corporation Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,755,118 Top 27% higher than 73% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bethany St. Joseph Corporation Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bethany St. Joseph Corporation Retirement Plan sits mid-pack in the medium band (522 participants).

Published 5500 schedule card

Filing strip 510201995 · Bethany St. Joseph Corporation PY 2022 · Other

Bethany St. Joseph Corporation Retirement Plan · $16M · 522 · 73rd

  • BOY $16M
  • BOY 522
  • BOY 73rd
  • BOY Other
  • BOY near Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan
  • BOY ind #15597

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Bethany St. Joseph Corporation Retirement Plan in the asset neighbourhood

Bethany St. Joseph Corporation Retirement PlanBethany St. Joseph Corporati…$16MNib Tda Plan$16MClinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) PlanClinicas De Salud Del Pueblo…$16MNashoba Brooks School of Concord DC Retirement PlanNashoba Brooks School of Con…$16MLifeserve Retirement Plan$16M
End-of-year total assets ($M) among Bethany St. Joseph Corporation Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Bethany St. Joseph Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Bethany St. Joseph Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 23.204783359921517% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.8M $19.4M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 522 $16M
2023 1 499 $18M
2024 1 535 $19M

Bethany St. Joseph Corporation filing trail (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$4M
Employer EIN510201995
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Bethany St. Joseph Corporation Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Bethany St. Joseph Corporation Retirement Plan, Total assets ($B): 0.015755118 · Participants: 522Bethany St. Joseph Corporation Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Bethany St. Joseph Corporation Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Bethany St. Joseph Corporation Retirement Plan side-by-side with 3 peers →

Bethany St. Joseph Corporation Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan in CA ($16M); by covered participants it is Le Moyne College 403(b) Plan in NY (522 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (522 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bethany St. Joseph Corporation Retirement Plan assets move in 2022? ▼
Bethany St. Joseph Corporation Retirement Plan declined sharply - down 20.9% during 2022, from $20M to $16M. Reported net income was -$4M.
How have Bethany St. Joseph Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bethany St. Joseph Corporation's sponsor-wide assets grew 23.2%, from $16M to $19M.
Which Other plans are similar in size to Bethany St. Joseph Corporation Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan in CA ($16M, 588 participants).
Which Other plans cover a similar participant headcount to Bethany St. Joseph Corporation Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Le Moyne College 403(b) Plan in NY (522 participants, $189M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 510201995.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.