Other · DOL Form 5500 · 2023

Bethesda Associates Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 1,090
Participants Near avg headcount: 72nd
Percentile by assets National rank: $17,598
Avg per participant Low balance/head

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Official DOL plan name: Bethesda 403b Retirement Plan · Sponsored by Bethesda Associates · Colorado · Real Estate

$19M in assets, 1,090 participants

Bethesda Associates's Bethesda 403b Retirement Plan reported $19M in total assets and 1,090 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

#4,076 in Real Estate (4,727 peers)

Coverage in Colorado

Bethesda 403b Retirement Plan covers 1,090 participants in Colorado, 2.9x the typical Colorado plan (state average ~376 per filing). Assets: $19M.

#4,076
in Real Estate (4,727 peers): +12.6%
assets growth YoY

Bethesda 403b Retirement Plan's outsized position by total assets

Bethesda 403b Retirement Plan vs every filed plan by assets

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

$19,182,090 Top 28% higher than 72% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bethesda 403b Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bethesda 403b Retirement Plan lands in the large band (1,090 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Bethesda 403b Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Bethesda 403b Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Bethesda 403b Retirement Plan reported participants rose from 1,010 in the plan year 2022 filing to 1,090 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 841087692 · Bethesda Associates PY 2023 · Other

Bethesda 403b Retirement Plan · $19M · 1,090 · 72nd

EOY $19M
5500 1,090
ASSETS 72nd
PCT Other
EIN near Harbor 403(b) Plan
RANK ind #4076

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 Real Estate retirement plans → · Plans in Colorado →

End-of-year total assets ($M) among Bethesda 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$19M
Net Income	$2M
Employer EIN	841087692
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bethesda Associates)

Latest sponsor-wide plan assets: $21M 21.159630595169116% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1,010	$17M
2023	1	1,090	$19M
2024	1	1,090	$21M

Nearby Other Plans in Colorado

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

Bethesda 403b Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants

Ucar Retirement Plan $1.1B · 1,444
Children's Hospital Colorado 403(b) Plan $898M · 8,617
University of Denver Retirement Plan $848M · 7,241
Nrel 403(b) Employee Savings Plan $525M · 2,877
Colorado College Retirement Benefit Plan $353M · 707

Compare Bethesda 403b Retirement Plan side-by-side with 3 peers →

Bethesda 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Harbor 403(b) Plan in OH ($19M); by covered participants it is Swarthmore College Regular Retirement Plan in PA (1,091 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Harbor 403(b) Plan (OH) $19M · 494
Foss Home Tax Deferred Annuity Plan (WA) $19M · 225
Phelps Memorial Health Center Tax Sheltered Annuity Plan (NE) $19M · 299
Tenderloin Neighborhood Development Corporation 403(b) Retirement Plan (CA) $19M · 435

Similar participant headcount

Nearest other-state filings by covered participants (1,090 participants); asset peers above are excluded.

Swarthmore College Regular Retirement Plan (PA) 1,091 · 1 off
Buckner Int'l 403b Retirement Savings Plan (TX) 1,091 · 1 off
Bricklayers Union Local #1 of Missouri Supplemental Pension Plan (MO) 1,089 · 1 off
Goodwill Industries of Northwest Nc 403(b) Plan (NC) 1,092 · 2 off

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 Bethesda 403b Retirement Plan assets move in 2023? ▼

Bethesda 403b Retirement Plan grew at a solid clip - up 12.6% during 2023, from $17M to $19M. Reported net income was $2M.

How have Bethesda Associates plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bethesda Associates's sponsor-wide assets grew 21.2%, from $17M to $21M.

Which Other plans are similar in size to Bethesda 403b Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Harbor 403(b) Plan in OH ($19M, 494 participants).

Which Other plans cover a similar participant headcount to Bethesda 403b Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Swarthmore College Regular Retirement Plan in PA (1,091 participants, $425M 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 841087692.