Other · DOL Form 5500 · 2022
Katherine Shaw Bethea Hospital Retirement Plan
Data updated 2026-08-11
- $92M
- Total assets
- 905
- Participants
- 92nd
- Percentile by assets
- $101,505
- Avg per participant
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.
- 92nd percentile by assets (of 139,126 plans)
- #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.
- $92M
- total plan assets (2022 EOY)
- 905
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $101,505
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Katherine Shaw Bethea Hospital Retirement Savings Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | -$28M |
| Employer EIN | 361000540 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Katherine Shaw Bethea Hospital)
| 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
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Similar-Sized Other Plans Nationally
Other plans in other states closest to Katherine Shaw Bethea Hospital Retirement Savings Plan by total assets, not by location.
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan (MT) $92M · 1,787
- Dcds 403(b) Plan (MI) $92M · 282
- Breck School Retirement Plan (MN) $92M · 266
- Gurwin Tax Deferred Annuity Plan (NY) $92M · 988
Frequently Asked Questions
How did Katherine Shaw Bethea Hospital Retirement Savings Plan assets move in 2022? ▼
How have Katherine Shaw Bethea Hospital plan assets changed over time? ▼
Where does Katherine Shaw Bethea Hospital Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Katherine Shaw Bethea Hospital Retirement Savings Plan? ▼
Next read for Katherine Shaw Bethea Hospital Retiremen…
Scale reading
Ways to act on Katherine Shaw Bethea Hospital Retirement Savings Plan's numbers.
- By total assets, Katherine Shaw Bethea Hospital Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Illinois. Compare plans
- Katherine Shaw Bethea Hospital's sponsor-wide assets have grown 11.4% since 2022 across 2 plan years on file. More Healthcare & Social Assistance plans