401(k) · DOL Form 5500 · 2023

Bethany Medical Center, P.a. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
311
Participants Below avg headcount
40th
Percentile by assets National rank
$12,416
Avg per participant Low balance/head
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Official DOL plan name: Bethany Medical Center 401(k) Plan · Sponsored by Bethany Medical Center, P.a. · North Carolina · Healthcare & Social Assistance

$4M in assets, 311 participants

Bethany Medical Center, P.a.'s Bethany Medical Center 401(k) Plan reported $4M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,433 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Bethany Medical Center 401(k) Plan covers 311 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#7,433
in Healthcare & Social Assistance (17,684 peers)
+66.5%
assets growth YoY

Bethany Medical Center 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bethany Medical Center 401(k) Plan vs every filed plan by assets

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

$3,861,381 40th percentile higher than 40% 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 Medical Center 401(k) 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 Medical Center 401(k) Plan sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bethany Medical Center 401(k) Plan reported net income rose from $640K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bethany Medical Center 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bethany Medical Center 401(k) Plan reported participants rose from 285 in the plan year 2022 filing to 311 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561564485 · Bethany Medical Center, P.a. PY 2023 · 401(k)

Bethany Medical Center 401(k) Plan · $4M · 311 · 40th

  • TYPE $4M
  • TYPE 311
  • TYPE 40th
  • TYPE 401(k)
  • TYPE near Phoenix Software International, Inc. 401(k) Savings Plan
  • TYPE ind #7433

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 North Carolina →

Bethany Medical Center 401(k) Plan in the asset neighbourhood

Bethany Medical Center 401(k) PlanBethany Medical Center 401(k…$4MPhoenix Software International, Inc. 401(k) Savings PlanPhoenix Software Internation…$4MPrimary Partnercare Physicians, PLLC 401(k) Profit Sharing PlanPrimary Partnercare Physicia…$4MWillamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and TrustWillamette Valley Vineyards …$4MMm. Lafleur Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Bethany Medical Center 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN561564485
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bethany Medical Center, P.a.)

Sponsor-wide plan assets over time

All Bethany Medical Center, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 122.03759425081864% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.32M $5.15M ▲ +122.0%
Year Plans Participants Total Assets
2022 1 285 $2M
2023 1 311 $4M
2024 1 340 $5M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bethany Medical Center 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Bethany Medical Center 401(k) Plan, Total assets ($B): 0.003861381 · Participants: 311Bethany Medical Center 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Bethany Medical Center 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Bethany Medical Center 401(k) Plan side-by-side with 3 peers →

Bethany Medical Center 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Phoenix Software International, Inc. 401(k) Savings Plan in CA ($4M); by covered participants it is Bobcat North America, LLC in FL (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Medical Center 401(k) Plan assets move in 2023? ▼
Bethany Medical Center 401(k) Plan surged - up 66.5% during 2023, from $2M to $4M. Reported net income was $2M.
How have Bethany Medical Center, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bethany Medical Center, P.a.'s sponsor-wide assets grew 122.0%, from $2M to $5M.
Which 401(k) plans are similar in size to Bethany Medical Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phoenix Software International, Inc. 401(k) Savings Plan in CA ($4M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Bethany Medical Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (311 participants, $34K 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 561564485.

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.