Other · DOL Form 5500 · 2022

Beverly Hospital Retirement Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
878
Participants Near avg headcount
86th
Percentile by assets National rank
$44,914
Avg per participant Low balance/head
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Official DOL plan name: Beverly Hospital Matching Savings Plan · Sponsored by Beverly Hospital · California · Healthcare & Social Assistance

$39M in assets, 878 participants

Beverly Hospital's Beverly Hospital Matching Savings Plan reported $39M in total assets and 878 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,669 in Healthcare & Social Assistance (20,060 peers)

Where Beverly Hospital Matching Savings Plan sits by assets

Beverly Hospital Matching Savings Plan sits in the top quartile of all filed plans by assets, $39M for 878 participants (~$44,914/participant), down 8.7% in 2022.

#17,669
in Healthcare & Social Assistance (20,060 peers)
-8.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beverly Hospital Matching Savings Plan's outsized position by total assets

Beverly Hospital Matching Savings Plan vs every filed plan by assets

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

$39,434,178 Top 14% higher than 86% 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 Matching Savings 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 Matching Savings Plan sits mid-pack in the medium band (878 participants).

Published 5500 schedule card

Filing strip 951816005 · Beverly Hospital PY 2022 · Other

Beverly Hospital Matching Savings Plan · $39M · 878 · 86th

  • PHOTO $39M
  • PHOTO 878
  • PHOTO 86th
  • PHOTO Other
  • PHOTO near Lincoln Institute of Land Policy 403(b) Retirement Plan
  • PHOTO ind #17669

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 Matching Savings Plan in the asset neighbourhood

Hill Country Memorial Hospital 403(b) Retirement PlanHill Country Memorial Hospit…$40MBeverly Hospital Matching Savings PlanBeverly Hospital Matching Sa…$39MLincoln Institute of Land Policy 403(b) Retirement PlanLincoln Institute of Land Po…$39M403(b) Thrift Plan of Gift of Life Michigan403(b) Thrift Plan of Gift o…$39MSt. Anne's Belfield, Inc. 403(b) Retirement PlanSt. Anne's Belfield, Inc. 40…$39M
End-of-year total assets ($M) among Beverly Hospital Matching Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$39M
Net Income-$4M
Employer EIN951816005
Plan Effective Date2007-01-01
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 Matching Savings Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Beverly Hospital Matching Savings Plan, Total assets ($B): 0.039434178 · Participants: 878Beverly Hospital Matching Savings 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 Matching Savings Plan vs. nearby Other plans in California, assets vs. participants
Compare Beverly Hospital Matching Savings Plan side-by-side with 3 peers →

Beverly Hospital Matching Savings Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Lincoln Institute of Land Policy 403(b) Retirement Plan in MA ($39M); by covered participants it is The Community Nursing Services 403(b) Plan in UT (877 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (878 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 Matching Savings Plan assets move in 2022? ▼
Beverly Hospital Matching Savings Plan pulled back noticeably - down 8.7% during 2022, from $43M to $39M. Reported net income was -$4M.
Where does Beverly Hospital Matching Savings Plan rank by assets among Form 5500 filers? ▼
Beverly Hospital Matching Savings Plan ranks in the 86th 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 Other plans are similar in size to Beverly Hospital Matching Savings Plan? ▼
Among Other plans in other states, the closest by assets is Lincoln Institute of Land Policy 403(b) Retirement Plan in MA ($39M, 100 participants).
Which Other plans cover a similar participant headcount to Beverly Hospital Matching Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is The Community Nursing Services 403(b) Plan in UT (877 participants, $10M 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.