Other · DOL Form 5500 · 2022

Bethesda Associates Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
1,010
Participants Near avg headcount
75th
Percentile by assets National rank
$16,871
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bethesda 403b Retirement Plan · Sponsored by Bethesda Associates · Colorado · Real Estate

$17M in assets, 1,010 participants

Bethesda Associates's Bethesda 403b Retirement Plan reported $17M in total assets and 1,010 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,432 in Real Estate (5,057 peers)

Coverage in Colorado

Bethesda 403b Retirement Plan covers 1,010 participants in Colorado, 2.7x the typical Colorado plan (state average ~376 per filing). Assets: $17M.

#4,432
in Real Estate (5,057 peers)
-5.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bethesda 403b Retirement Plan's outsized position by total assets

Bethesda 403b Retirement Plan vs every filed plan by assets

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

$17,039,409 Top 25% higher than 75% 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

Bethesda 403b Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bethesda 403b Retirement Plan lands in the large band (1,010 participants).

Plan-year Form 5500 strip

Filing strip 841087692 · Bethesda Associates PY 2022 · Other

Bethesda 403b Retirement Plan · $17M · 1,010 · 75th

  • PART $17M
  • TYPE 1,010
  • NET 75th
  • BOOK Other
  • VS-ST near The Steward School Defined Contribution Retirement Plan
  • BOY ind #4432

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 Real Estate retirement plans → · Plans in Colorado →

Bethesda 403b Retirement Plan in the asset neighbourhood

Center for Global Development Defined Contribution Retirement PlanCenter for Global Developmen…$17MBethesda 403b Retirement Plan$17MThe Steward School Defined Contribution Retirement PlanThe Steward School Defined C…$17MAlta Bates Summit 403(b) Tda Retirement PlanAlta Bates Summit 403(b) Tda…$17MKennebec Behavioral Health 403(b) PlanKennebec Behavioral Health 4…$17M
End-of-year total assets ($M) among Bethesda 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN841087692
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bethesda Associates)

Sponsor-wide plan assets over time

All Bethesda Associates plans reported in each filing year

Latest sponsor-wide plan assets
$21M 21.159630595169116% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17M $20.6M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 1,010 $17M
2023 1 1,090 $19M
2024 1 1,090 $21M

Nearby Other Plans in Colorado

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

Bethesda 403b Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Bethesda 403b Retirement Plan, Total assets ($B): 0.017039409 · Participants: 1010Bethesda 403b Retirement PlanUcar Retirement Plan, Total assets ($B): 1.016981364 · Participants: 1300Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.747591604 · Participants: 7995Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.7437272 · Participants: 2470University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.422176184 · Participants: 2577Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.318847964 · Participants: 785Colorado College Retirement Benefit Plan
Bethesda 403b Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Bethesda 403b Retirement Plan side-by-side with 3 peers →

Bethesda 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is The Steward School Defined Contribution Retirement Plan in VA ($17M); by covered participants it is The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees in NY (1,010 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,010 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 Bethesda 403b Retirement Plan assets move in 2022? ▼
Bethesda 403b Retirement Plan pulled back noticeably - down 5.4% during 2022, from $18M to $17M. Reported net income was -$3M.
How have Bethesda Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bethesda Associates's sponsor-wide assets grew 21.2%, from $17M to $21M.
Where does Bethesda 403b Retirement Plan rank by assets among Form 5500 filers? ▼
Bethesda 403b Retirement Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Bethesda 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Steward School Defined Contribution Retirement Plan in VA ($17M, 271 participants).
Which Other plans cover a similar participant headcount to Bethesda 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees in NY (1,010 participants, $234M 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 841087692.

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.