401(k) · DOL Form 5500 · 2022

Beacon Health System, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
1,810
Participants Near avg headcount
88th
Percentile by assets National rank
$27,384
Avg per participant Low balance/head
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Official DOL plan name: Beacon Retirement Savings 401(a) Plan · Sponsored by Beacon Health System, Inc. · Indiana · Healthcare & Social Assistance

$50M in assets, 1,810 participants

Beacon Health System, Inc.'s Beacon Retirement Savings 401(a) Plan reported $50M in total assets and 1,810 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,011 in Healthcare & Social Assistance (20,060 peers)

Coverage in Indiana

Beacon Retirement Savings 401(a) Plan covers 1,810 participants in Indiana, 3.3x the typical Indiana plan (state average ~541 per filing). Assets: $50M.

#18,011
in Healthcare & Social Assistance (20,060 peers)
-25.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beacon Retirement Savings 401(a) Plan's outsized position by total assets

Beacon Retirement Savings 401(a) Plan vs every filed plan by assets

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

$49,564,894 Top 12% higher than 88% 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

Beacon Retirement Savings 401(a) 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 401(a) Plan lands in the large band (1,810 participants).

Form 5500 schedule snapshot

Filing strip 453864076 · Beacon Health System, Inc. PY 2022 · 401(k)

Beacon Retirement Savings 401(a) Plan · $50M · 1,810 · 88th

  • NET $50M
  • BOOK 1,810
  • VS-ST 88th
  • BOY 401(k)
  • SCH near Hitachi Cable America Inc. 401(k) Savings Plan
  • EBSA ind #18011

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 401(a) Plan in the asset neighbourhood

Grimmway Enterprises 401(k) PlanGrimmway Enterprises 401(k) …$50MSwca, Inc. 401(k) Plan$50MWillowbridge Associates, Inc. 401(k) PlanWillowbridge Associates, Inc…$50MBeacon Retirement Savings 401(a) PlanBeacon Retirement Savings 40…$50MHitachi Cable America Inc. 401(k) Savings PlanHitachi Cable America Inc. 4…$50M
End-of-year total assets ($M) among Beacon Retirement Savings 401(a) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$50M
Net Income-$17M
Employer EIN453864076
Plan Effective Date1999-04-01
Filing StatusFILING 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
$500M$600M$700M$800M 202220232024 $538M $754M ▲ +40.0%
Year Plans Participants Total Assets
2022 2 8,924 $538M
2023 2 8,809 $657M
2024 2 9,230 $754M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Beacon Retirement Savings 401(a) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Beacon Retirement Savings 401(a) Plan, Total assets ($B): 0.049564894 · Participants: 1810Beacon Retirement Savings 401(a) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Beacon Retirement Savings 401(a) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Beacon Retirement Savings 401(a) Plan side-by-side with 3 peers →

Beacon Retirement Savings 401(a) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Hitachi Cable America Inc. 401(k) Savings Plan in RI ($50M); by covered participants it is Westlake Services Holding Company Employee Stock Ownership Plan in CA (1,810 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,810 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 Beacon Retirement Savings 401(a) Plan assets move in 2022? ▼
Beacon Retirement Savings 401(a) Plan declined sharply - down 25.3% during 2022, from $66M to $50M. Reported net income was -$17M.
How have Beacon Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Health System, Inc.'s sponsor-wide assets grew 40.0%, from $538M to $754M.
Where does Beacon Retirement Savings 401(a) Plan rank by assets among Form 5500 filers? ▼
Beacon Retirement Savings 401(a) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Beacon Retirement Savings 401(a) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hitachi Cable America Inc. 401(k) Savings Plan in RI ($50M, 604 participants).
Which 401(k) plans cover a similar participant headcount to Beacon Retirement Savings 401(a) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westlake Services Holding Company Employee Stock Ownership Plan in CA (1,810 participants, $506M 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 453864076.

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.