Other · DOL Form 5500 · 2022

Beverly Hospital Retirement Plan

Data updated 2026-08-11

$17M
Total assets
208
Participants
74th
Percentile by assets
$80,637
Avg per participant
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Official DOL plan name: Beverly Hospital Employees' Retirement Plan · Sponsored by Beverly Hospital · California · Healthcare & Social Assistance

$17M in assets, 208 participants

Beverly Hospital's Beverly Hospital Employees' Retirement Plan reported $17M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • 74th percentile by assets (of 139,126 plans)
  • #15,784 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Beverly Hospital Employees' Retirement Plan covers 208 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $17M.

$17M
total plan assets (2022 EOY)
208
covered participants
74th
percentile by assets (of 139,126 plans)
$80,637
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Beverly Hospital Employees' Retirement Plan sits by total assets

Beverly Hospital Employees' Retirement Plan vs every filed plan by assets

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

$16,772,549 Top 26% higher than 74% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Healthcare & Social Assistance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Beverly Hospital Employees' Retirement Plan reports 208 participants - about 33% of that state average ($17M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN951816005
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beverly Hospital)

$-20M$0M$20M$40M$60M$80M 202220232024 $56.2M $0M ▼ -100.0%
Total plan assets by year, all Beverly Hospital plans on file
Year Plans Participants Total Assets
2022 2 1,086 $56M
2023 2 1,048 $57M
2024 1 149 N/A

Nearby Other Plans in California

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

Beverly Hospital Employees' Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Beverly Hospital Emp…, Total assets ($B): 0.016772549 · Participants: 208Beverly Hospital Emp…Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
Beverly Hospital Employees' Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Beverly Hospital Employees' Retirement P… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Beverly Hospital Employees' Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Beverly Hospital Employees' Retirement Plan assets move in 2022? ▼
Beverly Hospital Employees' Retirement Plan pulled back noticeably - down 14.3% during 2022, from $20M to $17M. Reported net income was -$3M.
Which Other plans are similar in size to Beverly Hospital Employees' Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Harbor 403(b) Plan in OH ($17M, 435 participants).

Next read for Beverly Hospital Employees' Retirement P…

Filing takeaways

Ways to act on Beverly Hospital Employees' Retirement Plan's numbers.

  • By total assets, Beverly Hospital Employees' Retirement Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in California. Compare plans

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 951816005.

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.