Profit Sharing · DOL Form 5500 · 2022

Samaritan Bethany, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
174
Participants Small participant base
52nd
Percentile by assets National rank
$31,257
Avg per participant Low balance/head
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Official DOL plan name: Samaritan Bethany, Inc. 403(b) Retirement Plan · Sponsored by Samaritan Bethany, Inc. · Minnesota · Healthcare & Social Assistance

$5M in assets, 174 participants

Samaritan Bethany, Inc.'s Samaritan Bethany, Inc. 403(b) Retirement Plan reported $5M in total assets and 174 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,663 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Samaritan Bethany, Inc. 403(b) Retirement Plan covers 174 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $5M.

#11,663
in Healthcare & Social Assistance (20,060 peers)
-9.6%
assets change YoY

The plan reported a net loss of $603K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Samaritan Bethany, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Samaritan Bethany, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$5,438,735 Top 48% higher than 52% 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

Samaritan Bethany, Inc. 403(b) 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. Samaritan Bethany, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (174 participants).

EBSA filing schedule strip

Filing strip 411373420 · Samaritan Bethany, Inc. PY 2022 · Profit Sharing

Samaritan Bethany, Inc. 403(b) Retirement Plan · $5M · 174 · 52nd

  • EOY $5M
  • EOY 174
  • EOY 52nd
  • EOY Profit Sharing
  • EOY near Wine Country Ventures Inc. Profit Sharing Plan
  • EOY ind #11663

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 Minnesota →

Samaritan Bethany, Inc. 403(b) Retirement Plan in the asset neighbourhood

Samaritan Bethany, Inc. 403(b) Retirement PlanSamaritan Bethany, Inc. 403(…$5MWine Country Ventures Inc. Profit Sharing PlanWine Country Ventures Inc. P…$5MComputer Data, Inc. Employee's Profit-Sharing Plan & TrustComputer Data, Inc. Employee…$5MBischoff Partners, LLC Profit Sharing Plan and TrustBischoff Partners, LLC Profi…$5MWilliams & Williams Retirement PlanWilliams & Williams Retireme…$5M
End-of-year total assets ($M) among Samaritan Bethany, Inc. 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$603K
Employer EIN411373420
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samaritan Bethany, Inc.)

Sponsor-wide plan assets over time

All Samaritan Bethany, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 7.295078726946615% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M 202220232024 $5.44M $5.84M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 174 $5M
2023 1 140 $6M
2024 1 134 $6M

Nearby Profit Sharing Plans in Minnesota

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

Samaritan Bethany, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Samaritan Bethany, Inc. 403(b) Retirement Plan, Total assets ($B): 0.005438735 · Participants: 174Samaritan Bethany, Inc. 403(b) Retirement PlanEssentia Health Retirement Plan, Total assets ($B): 1.61318726 · Participants: 14444Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.394999238 · Participants: 6268Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.846612268 · Participants: 10170Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.542260343 · Participants: 5177Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.397133832 · Participants: 18794Cargill Employee Retirement Account Plan
Samaritan Bethany, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Samaritan Bethany, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Samaritan Bethany, Inc. 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Wine Country Ventures Inc. Profit Sharing Plan in CA ($5M); by covered participants it is Ben Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust Agreement in FL (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Samaritan Bethany, Inc. 403(b) Retirement Plan assets move in 2022? ▼
Samaritan Bethany, Inc. 403(b) Retirement Plan pulled back noticeably - down 9.6% during 2022, from $6M to $5M. Reported net income was -$603K.
How have Samaritan Bethany, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samaritan Bethany, Inc.'s sponsor-wide assets grew 7.3%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Samaritan Bethany, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Wine Country Ventures Inc. Profit Sharing Plan in CA ($5M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Samaritan Bethany, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ben Hill Griffin, Inc. Employees' Profit Sharing Plan and Trust Agreement in FL (174 participants, $30M 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 411373420.

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.