Other · DOL Form 5500 · 2023

Bethany St. Joseph Corporation Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
499
Participants Below avg headcount
71st
Percentile by assets National rank
$36,050
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bethany St. Joseph Corporation Retirement Plan · Sponsored by Bethany St. Joseph Corporation · Wisconsin · Healthcare & Social Assistance

$18M in assets, 499 participants

Bethany St. Joseph Corporation's Bethany St. Joseph Corporation Retirement Plan reported $18M in total assets and 499 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,319 in Healthcare & Social Assistance (17,684 peers)

Bethany St. Joseph Corporation multi-year trail

Bethany St. Joseph Corporation's plans moved +23.2% in assets from 2022 to 2024; this filing shows Bethany St. Joseph Corporation Retirement Plan at $18M / 499 participants.

#13,319
in Healthcare & Social Assistance (17,684 peers)
+14.2%
assets growth YoY

Bethany St. Joseph Corporation Retirement Plan's outsized position by total assets

Bethany St. Joseph Corporation Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,988,787 Top 29% higher than 71% of 127,068 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 2023

Bethany St. Joseph Corporation Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bethany St. Joseph Corporation Retirement Plan sits mid-pack in the medium band (499 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bethany St. Joseph Corporation Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bethany St. Joseph Corporation Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Bethany St. Joseph Corporation Retirement Plan reported participants fell from 522 in the plan year 2022 filing to 499 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510201995 · Bethany St. Joseph Corporation PY 2023 · Other

Bethany St. Joseph Corporation Retirement Plan · $18M · 499 · 71st

  • IND $18M
  • IND 499
  • IND 71st
  • IND Other
  • IND near Cerebral Palsy Research Foundation of Kansas, Inc. Tax Deferred Annuity Plan
  • IND ind #13319

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 Wisconsin →

Bethany St. Joseph Corporation Retirement Plan in the asset neighbourhood

Cornerstone Family Healthcare 403(b) PlanCornerstone Family Healthcar…$18MSonoma Academy Defined Contribution Retirement PlanSonoma Academy Defined Contr…$18MBethany St. Joseph Corporation Retirement PlanBethany St. Joseph Corporati…$18MCerebral Palsy Research Foundation of Kansas, Inc. Tax Deferred Annuity PlanCerebral Palsy Research Foun…$18MFisk University DC Plan$18M
End-of-year total assets ($M) among Bethany St. Joseph Corporation Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Bethany St. Joseph Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Bethany St. Joseph Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 23.204783359921517% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.8M $19.4M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 522 $16M
2023 1 499 $18M
2024 1 535 $19M

Bethany St. Joseph Corporation filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN510201995
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Wisconsin

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

Bethany St. Joseph Corporation Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Bethany St. Joseph Corporation Retirement Plan, Total assets ($B): 0.017988787 · Participants: 499Bethany St. Joseph Corporation Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
Bethany St. Joseph Corporation Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Bethany St. Joseph Corporation Retirement Plan side-by-side with 3 peers →

Bethany St. Joseph Corporation Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Cerebral Palsy Research Foundation of Kansas, Inc. Tax Deferred Annuity Plan in KS ($18M); by covered participants it is Uphams Corner Health Committee, Inc. 403(b) Retirement Plan in MA (499 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (499 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bethany St. Joseph Corporation Retirement Plan assets move in 2023? ▼
Bethany St. Joseph Corporation Retirement Plan grew at a solid clip - up 14.2% during 2023, from $16M to $18M. Reported net income was $2M.
How have Bethany St. Joseph Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bethany St. Joseph Corporation's sponsor-wide assets grew 23.2%, from $16M to $19M.
Which Other plans are similar in size to Bethany St. Joseph Corporation Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Cerebral Palsy Research Foundation of Kansas, Inc. Tax Deferred Annuity Plan in KS ($18M, 323 participants).
Which Other plans cover a similar participant headcount to Bethany St. Joseph Corporation Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Uphams Corner Health Committee, Inc. 403(b) Retirement Plan in MA (499 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 510201995.

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.