Other · DOL Form 5500 · 2022
Beacon Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $489M
- Total assets Above avg plan size
- 7,114
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $68,717
- Avg per participant Below avg balance/head
Official DOL plan name: Beacon Retirement Savings 403(b) Plan · Sponsored by Beacon Health System, Inc. · Indiana · Healthcare & Social Assistance
$489M in assets, 7,114 participants
Beacon Health System, Inc.'s Beacon Retirement Savings 403(b) Plan reported $489M in total assets and 7,114 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #19,667 in Healthcare & Social Assistance (20,060 peers)
Coverage in Indiana
Beacon Retirement Savings 403(b) Plan covers 7,114 participants in Indiana, 13x the typical Indiana plan (state average ~541 per filing). Assets: $489M.
- #19,667
- in Healthcare & Social Assistance (20,060 peers)
- -15.6%
- assets change YoY
- 4.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $91M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beacon Retirement Savings 403(b) Plan's outsized position by total assets
Beacon Retirement Savings 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$488,852,141 Top 2% higher than 98% 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
Beacon Retirement Savings 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beacon Retirement Savings 403(b) Plan lands in the large band (7,114 participants).
Plan-year Form 5500 strip
Filing strip 453864076 · Beacon Health System, Inc. PY 2022 · Other
Beacon Retirement Savings 403(b) Plan · $489M · 7,114 · 98th
- RANK $489M
- PHOTO 7,114
- IND 98th
- EOY Other
- 5500 near The Cna Corporation Retirement Plan
- ASSETS ind #19667
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 Indiana →
Beacon Retirement Savings 403(b) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $579M |
|---|---|
| Net Assets (End of Year) | $489M |
| Net Income | -$91M |
| Employer EIN | 453864076 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beacon Health System, Inc.)
Sponsor-wide plan assets over time
All Beacon Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $754M 39.986175214534214% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,924 | $538M |
| 2023 | 2 | 8,809 | $657M |
| 2024 | 2 | 9,230 | $754M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Butler University Retirement Plan $306M · 985
- Depauw University Retirement Plan $214M · 682
Scale composition for Beacon Retirement Savings 403(b) Plan
Beacon Retirement Savings 403(b) Plan reports $489M in end-of-year assets across 7,114 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $68,717 per participant (50% of the national average assets-per-participant) . Net income for plan year 2022 was -$91M.
This plan identity (EIN 453864076, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $489M to $695M (+42.2%) while covered participants moved from 7,114 to 7,707 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,114 | $489M | This page |
| 2023 | 7,172 | $603M | Open filing |
| 2024 · index core | 7,707 | $695M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Beacon Retirement Savings 403(b) Plan (Other, $695M, 7,707 participants)
- Beacon Retirement Savings 401(a) Plan (401(k), $59M, 1,523 participants)
Beacon Retirement Savings 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is The Cna Corporation Retirement Plan in VA ($488M); by covered participants it is Targetcw 401(k) Plan in CA (7,108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($489M here).
- The Cna Corporation Retirement Plan (VA) $488M · 665
- Baylor Scott & White Health 403(b) Savings Plan (TX) $488M · 5,602
- Greater Pennsylvania Carpenters' Annuity and Savings Fund (PA) $490M · 19,960
- Florida Health Sciences Center 403(b) Savings Plan (FL) $490M · 8,180
Similar participant headcount
Nearest other-state filings by covered participants (7,114 participants); asset peers above are excluded.
- Targetcw 401(k) Plan (CA) 7,108 · 6 off
- Merakey 403(b) Plan (PA) 7,089 · 25 off
- North Mississippi Health Services 403(b) Plan (MS) 7,169 · 55 off
- Albert Einstein Healthcare Network Retirement Savings Plan (PA) 7,053 · 61 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.