Other · DOL Form 5500 · 2023
Beverly Hospital Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 202
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $79,997
- Avg per participant Below avg balance/head
Official DOL plan name: Beverly Hospital Employees' Retirement Plan · Sponsored by Beverly Hospital · California · Healthcare & Social Assistance
$16M in assets, 202 participants
Beverly Hospital's Beverly Hospital Employees' Retirement Plan reported $16M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #13,007 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Beverly Hospital Employees' Retirement Plan covers 202 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $16M.
- #13,007
- in Healthcare & Social Assistance (17,684 peers)
- -3.7%
- assets change YoY
The plan reported a net loss of $613K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Beverly Hospital Employees' Retirement Plan's outsized position by total assets
Beverly Hospital Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,159,378 Top 31% higher than 69% 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
Beverly Hospital Employees' 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. Beverly Hospital Employees' Retirement Plan sits mid-pack in the medium band (202 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beverly Hospital Employees' Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to -$613K in the plan year 2023 filing.
- Beverly Hospital Employees' Retirement Plan end-of-year assets fell from $17M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Beverly Hospital Employees' Retirement Plan reported participants fell from 208 in the plan year 2022 filing to 202 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 951816005 · Beverly Hospital PY 2023 · Other
Beverly Hospital Employees' Retirement Plan · $16M · 202 · 69th
- PHOTO $16M
- PHOTO 202
- PHOTO 69th
- PHOTO Other
- PHOTO near Judson University Retirement Plan
- PHOTO ind #13007
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 California →
Beverly Hospital Employees' Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$613K |
| Employer EIN | 951816005 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beverly Hospital)
Sponsor-wide plan assets over time
All Beverly Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,086 | $56M |
| 2023 | 2 | 1,048 | $57M |
| 2024 | 1 | 149 | N/A |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Beverly Hospital Employees' Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Judson University Retirement Plan in IL ($16M); by covered participants it is Developmental Services Retirement Plan in TN (202 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Judson University Retirement Plan (IL) $16M · 114
- Health Management Services Pension Plan (MA) $16M · 302
- Csac 403(b) Retirement Plan (VT) $16M · 243
- Academy of Notre Dame De Namur Defined Contribution Retirement Plan (PA) $16M · 138
Similar participant headcount
Nearest other-state filings by covered participants (202 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.