Other · DOL Form 5500 · 2022

Beverly Hospital Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
208
Participants Below avg headcount
74th
Percentile by assets National rank
$80,637
Avg per participant Below avg balance/head
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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.

  • #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.

#15,784
in Healthcare & Social Assistance (20,060 peers)
-14.3%
assets change YoY

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.

Beverly Hospital Employees' Retirement Plan's outsized position 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 $2,050,000,000 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

Beverly Hospital Employees' Retirement 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. Beverly Hospital Employees' Retirement Plan sits mid-pack in the medium band (208 participants).

Form 5500 schedule snapshot

Filing strip 951816005 · Beverly Hospital PY 2022 · Other

Beverly Hospital Employees' Retirement Plan · $17M · 208 · 74th

  • EIN $17M
  • RANK 208
  • PHOTO 74th
  • IND Other
  • EOY near Harbor 403(b) Plan
  • 5500 ind #15784

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 California →

Beverly Hospital Employees' Retirement Plan in the asset neighbourhood

403(b) Thrift Plan of Cooke School and Institute403(b) Thrift Plan of Cooke …$17MDC Preparatory Academy 403(b) Retirement PlanDC Preparatory Academy 403(b…$17M401(k) Profit Sharing Plan for Employees of Navajo Engineering and Construction Authority401(k) Profit Sharing Plan f…$17MBeverly Hospital Employees' Retirement PlanBeverly Hospital Employees' …$17MHarbor 403(b) Plan$17M
End-of-year total assets ($M) among Beverly Hospital Employees' Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Beverly Hospital plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $56.2M $0M ▼ -100.0%
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 ($B) Participants Beverly Hospital Employees' Retirement Plan, Total assets ($B): 0.016772549 · Participants: 208Beverly Hospital Employees' Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Beverly Hospital Employees' Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Beverly Hospital Employees' Retirement Plan side-by-side with 3 peers →

Beverly Hospital Employees' Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Harbor 403(b) Plan in OH ($17M); by covered participants it is Paideia School Retirement Plan in GA (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 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).
Which Other plans cover a similar participant headcount to Beverly Hospital Employees' Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Paideia School Retirement Plan in GA (208 participants, $65M 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 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.