Other · DOL Form 5500 · 2023
Beacon Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $603M
- Total assets Above avg plan size
- 7,172
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $84,043
- Avg per participant Below avg balance/head
Official DOL plan name: Beacon Retirement Savings 403(b) Plan · Sponsored by Beacon Health System, Inc. · Indiana · Healthcare & Social Assistance
$603M in assets, 7,172 participants
Beacon Health System, Inc.'s Beacon Retirement Savings 403(b) Plan reported $603M in total assets and 7,172 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,311 in Healthcare & Social Assistance (17,684 peers)
Coverage in Indiana
Beacon Retirement Savings 403(b) Plan covers 7,172 participants in Indiana, 13x the typical Indiana plan (state average ~541 per filing). Assets: $603M.
- #17,311
- in Healthcare & Social Assistance (17,684 peers)
- +23.3%
- assets growth YoY
- 6.0×
- vs typical plan assets (national mean)
Beacon Retirement Savings 403(b) Plan's outsized position by total assets
Beacon Retirement Savings 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$602,754,736 Top 2% higher than 98% 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
Beacon Retirement Savings 403(b) 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. Beacon Retirement Savings 403(b) Plan lands in the large band (7,172 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beacon Retirement Savings 403(b) Plan reported net income rose from -$91M in the plan year 2022 filing to $97M in the plan year 2023 filing.
- Beacon Retirement Savings 403(b) Plan end-of-year assets rose from $489M in the plan year 2022 filing to $603M in the plan year 2023 filing.
- Beacon Retirement Savings 403(b) Plan reported participants rose from 7,114 in the plan year 2022 filing to 7,172 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 453864076 · Beacon Health System, Inc. PY 2023 · Other
Beacon Retirement Savings 403(b) Plan · $603M · 7,172 · 98th
- NET $603M
- NET 7,172
- NET 98th
- NET Other
- NET near IBEW Local 351 Surety Plan
- NET ind #17311
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 Indiana →
Beacon Retirement Savings 403(b) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $489M |
|---|---|
| Net Assets (End of Year) | $603M |
| Net Income | $97M |
| Employer EIN | 453864076 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beacon Health System, Inc.)
Sponsor-wide plan assets over time
All Beacon Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $754M 39.986175214534214% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,924 | $538M |
| 2023 | 2 | 8,809 | $657M |
| 2024 | 2 | 9,230 | $754M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
- Depauw University Retirement Plan $234M · 669
Scale composition for Beacon Retirement Savings 403(b) Plan
Beacon Retirement Savings 403(b) Plan reports $603M in end-of-year assets across 7,172 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $84,043 per participant (61% of the national average assets-per-participant) . Net income for plan year 2023 was $97M.
This plan identity (EIN 453864076, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $489M to $695M (+42.2%) while covered participants moved from 7,114 to 7,707 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,114 | $489M | Open filing |
| 2023 | 7,172 | $603M | This page |
| 2024 · index core | 7,707 | $695M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Beacon Retirement Savings 403(b) Plan (Other, $695M, 7,707 participants)
- Beacon Retirement Savings 401(a) Plan (401(k), $59M, 1,523 participants)
Beacon Retirement Savings 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is IBEW Local 351 Surety Plan in NJ ($602M); by covered participants it is Centra Health Matching Tax Deferred Savings Plan in VA (7,141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($603M here).
- IBEW Local 351 Surety Plan (NJ) $602M · 2,319
- The Arc New York Affiliated Employers 403(b) Plan (NY) $604M · 7,848
- The New School 403(b) Retirement Plan (NY) $606M · 4,337
- Ithaca College 403(b) Retirement Plan (NY) $597M · 1,569
Similar participant headcount
Nearest other-state filings by covered participants (7,172 participants); asset peers above are excluded.
- Centra Health Matching Tax Deferred Savings Plan (VA) 7,141 · 31 off
- Hawai'i Pacific Health 403(b) Savings Plan (HI) 7,137 · 35 off
- University of Denver Retirement Plan (CO) 7,241 · 69 off
- Nyu Langone Hospital-Long Island 403(b) Plan (NY) 7,251 · 79 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.