Other · DOL Form 5500 · 2022
Beacon Health System, Inc. Retirement Plan
Data updated 2026-08-11
- $489M
- Total assets
- 7,114
- Participants
- 98th
- Percentile by assets
- $68,717
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $489M
- total plan assets (2022 EOY)
- 7,114
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $68,717
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Beacon Retirement Savings 403(b) Plan reports 7,114 participants - 13x that state average ($489M EOY assets).
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.)
| 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.
Beacon Retirement Savings 403(b) Plan vs. nearby Other plans in Indiana, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Beacon Retirement Savings 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Beacon Retirement Savings 403(b) Plan assets move in 2022? ▼
How have Beacon Health System, Inc. plan assets changed over time? ▼
Where does Beacon Retirement Savings 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Beacon Retirement Savings 403(b) Plan? ▼
Next read for Beacon Retirement Savings 403(b) Plan
Filing takeaways
Ways to act on Beacon Retirement Savings 403(b) Plan's numbers.
- By total assets, Beacon Retirement Savings 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Indiana. Compare plans
- Beacon Health System, Inc.'s sponsor-wide assets have grown 40.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans