Other · DOL Form 5500 · 2022

Bethany Retirement Home, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
211
Participants Below avg headcount
50th
Percentile by assets National rank
$22,841
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bethany Retirement Home, Inc. Tax Deferred Annuity Plan · Sponsored by Bethany Retirement Home, Inc. · New York · Healthcare & Social Assistance

$5M in assets, 211 participants

Bethany Retirement Home, Inc.'s Bethany Retirement Home, Inc. Tax Deferred Annuity Plan reported $5M in total assets and 211 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,106 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan covers 211 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $5M.

#11,106
in Healthcare & Social Assistance (20,060 peers)
-14.4%
assets change YoY

The plan reported a net loss of $808K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$4,819,389 Top 50% higher than 50% 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

Bethany Retirement Home, Inc. Tax Deferred Annuity 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. Bethany Retirement Home, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (211 participants).

EBSA filing schedule strip

Filing strip 160988865 · Bethany Retirement Home, Inc. PY 2022 · Other

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan · $5M · 211 · 50th

  • NET $5M
  • BOOK 211
  • VS-ST 50th
  • BOY Other
  • SCH near Eei Pension Program
  • EBSA ind #11106

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 New York →

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Porter-Leath 401(k) Plan$5MBethany Retirement Home, Inc. Tax Deferred Annuity PlanBethany Retirement Home, Inc…$5MEei Pension Program$5MHoffmann Hospice 403(b) Plan$5MSertoma Centre Inc. Defined Contribution PlanSertoma Centre Inc. Defined …$5M
End-of-year total assets ($M) among Bethany Retirement Home, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$808K
Employer EIN160988865
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bethany Retirement Home, Inc.)

Sponsor-wide plan assets over time

All Bethany Retirement Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.531570288266832% vs 2022
2024 filing year
$4.4M$4.5M$4.6M$4.7M$4.8M$4.9M 202220232024 $4.82M $4.6M ▼ -4.6%
Year Plans Participants Total Assets
2022 1 211 $5M
2023 1 229 $5M
2024 1 235 $5M

Nearby Other Plans in New York

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

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Bethany Retirement Home, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.004819389 · Participants: 211Bethany Retirement Home, Inc. Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Bethany Retirement Home, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Eei Pension Program in PA ($5M); by covered participants it is Polytechnic School Defined Contribution Retirement Plan in CA (211 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Bethany Retirement Home, Inc. Tax Deferred Annuity Plan assets move in 2022?
Bethany Retirement Home, Inc. Tax Deferred Annuity Plan pulled back noticeably - down 14.4% during 2022, from $6M to $5M. Reported net income was -$808K.
How have Bethany Retirement Home, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bethany Retirement Home, Inc.'s sponsor-wide assets declined 4.5%, from $5M to $5M.
Which Other plans are similar in size to Bethany Retirement Home, Inc. Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Eei Pension Program in PA ($5M, 197 participants).
Which Other plans cover a similar participant headcount to Bethany Retirement Home, Inc. Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is Polytechnic School Defined Contribution Retirement Plan in CA (211 participants, $78M in assets).