Other · DOL Form 5500 · 2022
Beaumont Retirement Services, Inc Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 229
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $49,503
- Avg per participant Low balance/head
Official DOL plan name: Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan · Sponsored by Beaumont Retirement Services, Inc · Pennsylvania · Healthcare & Social Assistance
$11M in assets, 229 participants
Beaumont Retirement Services, Inc's Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan reported $11M in total assets and 229 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #14,561 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan covers 229 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.
- #14,561
- in Healthcare & Social Assistance (20,060 peers)
- -15.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan's outsized position by total assets
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,336,109 Top 33% higher than 67% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Beaumont Retirement Services, Inc. 403(b) Retirement Savings 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. Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan sits mid-pack in the medium band (229 participants).
Published 5500 schedule card
Filing strip 232324586 · Beaumont Retirement Services, Inc PY 2022 · Other
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan · $11M · 229 · 67th
- PART $11M
- TYPE 229
- NET 67th
- BOOK Other
- VS-ST near Hacienda, Inc. Retirement Plan
- BOY ind #14561
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 Pennsylvania →
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 232324586 |
| Plan Effective Date | 1990-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beaumont Retirement Services, Inc)
Sponsor-wide plan assets over time
All Beaumont Retirement Services, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 36.46079973295952% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 229 | $11M |
| 2023 | 1 | 251 | $14M |
| 2024 | 1 | 280 | $15M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Hacienda, Inc. Retirement Plan in AZ ($11M); by covered participants it is Community Action Partnership of Mid-Nebraska 403(b) Plan in NE (229 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (229 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.