Other · DOL Form 5500 · 2022

Katherine Shaw Bethea Hospital Retirement Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
905
Participants Near avg headcount
92nd
Percentile by assets National rank
$101,505
Avg per participant Below avg balance/head
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Official DOL plan name: Katherine Shaw Bethea Hospital Retirement Savings Plan · Sponsored by Katherine Shaw Bethea Hospital · Illinois · Healthcare & Social Assistance

$92M in assets, 905 participants

Katherine Shaw Bethea Hospital's Katherine Shaw Bethea Hospital Retirement Savings Plan reported $92M in total assets and 905 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,731 in Healthcare & Social Assistance (20,060 peers)

Where Katherine Shaw Bethea Hospital Retirement Savings Plan sits by assets

Katherine Shaw Bethea Hospital Retirement Savings Plan sits in the top 10% of all filed plans by assets, $92M for 905 participants (~$101,505/participant), down 23.4% in 2022.

#18,731
in Healthcare & Social Assistance (20,060 peers)
-23.4%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Katherine Shaw Bethea Hospital Retirement Savings Plan's outsized position by total assets

Katherine Shaw Bethea Hospital Retirement Savings Plan vs every filed plan by assets

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

$91,862,129 Top 8% higher than 92% 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

Katherine Shaw Bethea Hospital 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. Katherine Shaw Bethea Hospital Retirement Savings Plan sits mid-pack in the medium band (905 participants).

DOL schedule card

Filing strip 361000540 · Katherine Shaw Bethea Hospital PY 2022 · Other

Katherine Shaw Bethea Hospital Retirement Savings Plan · $92M · 905 · 92nd

  • PCT $92M
  • EIN 905
  • RANK 92nd
  • PHOTO Other
  • IND near St. Peter's Hospital 403(b) Tax Deferred Savings Plan
  • EOY ind #18731

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 Illinois →

Katherine Shaw Bethea Hospital Retirement Savings Plan in the asset neighbourhood

Gurwin Tax Deferred Annuity PlanGurwin Tax Deferred Annuity …$92MBreck School Retirement Plan$92MDcds 403(b) Plan$92MKatherine Shaw Bethea Hospital Retirement Savings PlanKatherine Shaw Bethea Hospit…$92MSt. Peter's Hospital 403(b) Tax Deferred Savings PlanSt. Peter's Hospital 403(b) …$92M
End-of-year total assets ($M) among Katherine Shaw Bethea Hospital Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$92M
Net Income-$28M
Employer EIN361000540
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Katherine Shaw Bethea Hospital)

Sponsor-wide plan assets over time

All Katherine Shaw Bethea Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$102M 11.43936148050738% vs 2022
2023 filing year
$90M$95M$100M$105M 20222023 $91.9M $102M ▲ +11.4%
Year Plans Participants Total Assets
2022 1 905 $92M
2023 1 918 $102M

Nearby Other Plans in Illinois

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

Katherine Shaw Bethea Hospital Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -202468 Total assets ($B) Participants Katherine Shaw Bethea Hospital Retirement Savings Plan, Total assets ($B): 0.091862129 · Participants: 905Katherine Shaw Bethea Hospital Retirement Savings PlanWashington University Retirement Savings Plan, Total assets ($B): 5.876925706 · Participants: 15925Washington University Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 3.513964211 · Participants: 9465Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.053434537 · Participants: 4552The University of Chicago Contributory Retirement PlanNorthshore University Healthsystem Tax Deferred Annuity Plan, Total assets ($B): 1.75976664 · Participants: 13159Northshore University Healthsystem Tax Deferred Annuity PlanThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.486612106 · Participants: 7855The University of Chicago Supplemental Retirement Plan
Katherine Shaw Bethea Hospital Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Katherine Shaw Bethea Hospital Retirement Savings Plan side-by-side with 3 peers →

Katherine Shaw Bethea Hospital Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is St. Peter's Hospital 403(b) Tax Deferred Savings Plan in MT ($92M); by covered participants it is United Methodist Homes 403 B Plan in NY (905 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (905 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 Katherine Shaw Bethea Hospital Retirement Savings Plan assets move in 2022? ▼
Katherine Shaw Bethea Hospital Retirement Savings Plan declined sharply - down 23.4% during 2022, from $120M to $92M. Reported net income was -$28M.
How have Katherine Shaw Bethea Hospital plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Katherine Shaw Bethea Hospital's sponsor-wide assets grew 11.4%, from $92M to $102M.
Where does Katherine Shaw Bethea Hospital Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Katherine Shaw Bethea Hospital Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Katherine Shaw Bethea Hospital Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is St. Peter's Hospital 403(b) Tax Deferred Savings Plan in MT ($92M, 1,787 participants).
Which Other plans cover a similar participant headcount to Katherine Shaw Bethea Hospital Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is United Methodist Homes 403 B Plan in NY (905 participants, $25M 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 361000540.

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.