Other · DOL Form 5500 · 2022

Bethesda Health Group, Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
1,218
Participants Near avg headcount
78th
Percentile by assets National rank
$17,148
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bethesda Health Group, Inc. Retirement Savings 403(b) Plan · Sponsored by Bethesda Health Group, Inc. · Missouri · Healthcare & Social Assistance

$21M in assets, 1,218 participants

Bethesda Health Group, Inc.'s Bethesda Health Group, Inc. Retirement Savings 403(b) Plan reported $21M in total assets and 1,218 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,323 in Healthcare & Social Assistance (20,060 peers)

Where Bethesda Health Group, Inc. Retirement Savings 403(b) Plan sits by assets

Bethesda Health Group, Inc. Retirement Savings 403(b) Plan sits in the top quartile of all filed plans by assets, $21M for 1,218 participants (~$17,148/participant), down 13.4% in 2022.

#16,323
in Healthcare & Social Assistance (20,060 peers)
-13.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Bethesda Health Group, Inc. Retirement Savings 403(b) Plan's outsized position by total assets

Bethesda Health Group, Inc. Retirement Savings 403(b) Plan vs every filed plan by assets

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

$20,886,846 Top 22% higher than 78% 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

Bethesda Health Group, Inc. Retirement Savings 403(b) 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. Bethesda Health Group, Inc. Retirement Savings 403(b) Plan lands in the large band (1,218 participants).

EBSA filing schedule strip

Filing strip 430666738 · Bethesda Health Group, Inc. PY 2022 · Other

Bethesda Health Group, Inc. Retirement Savings 403(b) Plan · $21M · 1,218 · 78th

  • ASSETS $21M
  • ASSETS 1,218
  • ASSETS 78th
  • ASSETS Other
  • ASSETS near Houlton Regional Hospital 403(b) Savings Plan
  • ASSETS ind #16323

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 Missouri →

Bethesda Health Group, Inc. Retirement Savings 403(b) Plan in the asset neighbourhood

The Lexington School Retirement PlanThe Lexington School Retirem…$21MConnecticut Community Care, Inc. 403(b) Savings PlanConnecticut Community Care, …$21MBethesda Health Group, Inc. Retirement Savings 403(b) PlanBethesda Health Group, Inc. …$21MHoulton Regional Hospital 403(b) Savings PlanHoulton Regional Hospital 40…$21MDavis & Elkins College Defined Contribution Retirement PlanDavis & Elkins College Defin…$21M
End-of-year total assets ($M) among Bethesda Health Group, Inc. Retirement Savings 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN430666738
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bethesda Health Group, Inc.)

Sponsor-wide plan assets over time

All Bethesda Health Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 32.45679944413904% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $38.2M $25.8M ▼ -32.5%
Year Plans Participants Total Assets
2022 2 1,268 $38M
2023 2 1,113 $26M
2024 2 1,112 $26M

Nearby Other Plans in Missouri

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

Bethesda Health Group, Inc. Retirement Savings 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20002004006008001000 Total assets ($M) Participants Bethesda Health Group, Inc. Retirement Savings 403(b) Plan, Total assets ($M): 20.886846 · Participants: 1218Bethesda Health Group, Inc. Retirement Savings 403(b) PlanSaint Louis University 403(b) Annuity Plan, Total assets ($M): 841.619754 · Participants: 2398Saint Louis University 403(b) Annuity PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($M): 807.422854 · Participants: 7405Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($M): 707.815909 · Participants: 11821Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($M): 370.898072 · Participants: 5418Bjc 403(b) PlanWebster University Defined Contribution Retirement Plan, Total assets ($M): 206.833121 · Participants: 706Webster University Defined Contribution Retirement Plan
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Bethesda Health Group, Inc. Retirement Savings 403(b) Plan side-by-side with 3 peers →

Bethesda Health Group, Inc. Retirement Savings 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Houlton Regional Hospital 403(b) Savings Plan in ME ($21M); by covered participants it is St. Luke's Cornwall Hospital 403(b) Retirement Plan in NY (1,217 participants). Same-state nearby plans are listed separately above.

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 Bethesda Health Group, Inc. Retirement Savings 403(b) Plan assets move in 2022? ▼
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan pulled back noticeably - down 13.4% during 2022, from $24M to $21M. Reported net income was -$3M.
How have Bethesda Health Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bethesda Health Group, Inc.'s sponsor-wide assets declined 32.5%, from $38M to $26M.
Where does Bethesda Health Group, Inc. Retirement Savings 403(b) Plan rank by assets among Form 5500 filers? ▼
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan ranks in the 78th 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 Bethesda Health Group, Inc. Retirement Savings 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Houlton Regional Hospital 403(b) Savings Plan in ME ($21M, 368 participants).
Which Other plans cover a similar participant headcount to Bethesda Health Group, Inc. Retirement Savings 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Luke's Cornwall Hospital 403(b) Retirement Plan in NY (1,217 participants, $88M 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 430666738.

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.