Other · DOL Form 5500 · 2023

Beverly Hospital Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
846
Participants Near avg headcount
83rd
Percentile by assets National rank
$48,414
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beverly Hospital Matching Savings Plan · Sponsored by Beverly Hospital · California · Healthcare & Social Assistance

$41M in assets, 846 participants

Beverly Hospital's Beverly Hospital Matching Savings Plan reported $41M in total assets and 846 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,176 in Healthcare & Social Assistance (17,684 peers)

Where Beverly Hospital Matching Savings Plan sits by assets

Beverly Hospital Matching Savings Plan sits in the top quartile of all filed plans by assets, $41M for 846 participants (~$48,414/participant), up 3.9% in 2023.

#15,176
in Healthcare & Social Assistance (17,684 peers)
+3.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Beverly Hospital Matching Savings Plan's outsized position by total assets

Beverly Hospital Matching Savings Plan vs every filed plan by assets

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

$40,958,335 Top 17% higher than 83% 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

Beverly Hospital Matching Savings 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 Matching Savings Plan sits mid-pack in the medium band (846 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beverly Hospital Matching Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Beverly Hospital Matching Savings Plan end-of-year assets rose from $39M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Beverly Hospital Matching Savings Plan reported participants fell from 878 in the plan year 2022 filing to 846 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951816005 · Beverly Hospital PY 2023 · Other

Beverly Hospital Matching Savings Plan · $41M · 846 · 83rd

  • RANK $41M
  • RANK 846
  • RANK 83rd
  • RANK Other
  • RANK near Developmental Disabilities Institute, Inc. 403(b) Plan
  • RANK ind #15176

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 Matching Savings Plan in the asset neighbourhood

United Way Worldwide Tax Deferred Savings PlanUnited Way Worldwide Tax Def…$41MBeverly Hospital Matching Savings PlanBeverly Hospital Matching Sa…$41MDevelopmental Disabilities Institute, Inc. 403(b) PlanDevelopmental Disabilities I…$41MPinnacle Living Tsa Retirement PlanPinnacle Living Tsa Retireme…$41MLangley School DC Retirement PlanLangley School DC Retirement…$41M
End-of-year total assets ($M) among Beverly Hospital Matching Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$41M
Net Income$2M
Employer EIN951816005
Plan Effective Date2007-01-01
Filing StatusFILING 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
$0M$20M$40M$60M$80M 202220232024 $56.2M $0M ▼ -100.0%
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.

Beverly Hospital Matching Savings Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Beverly Hospital Matching Savings Plan, Total assets ($B): 0.040958335 · Participants: 846Beverly Hospital Matching Savings PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Beverly Hospital Matching Savings Plan vs. nearby Other plans in California, assets vs. participants
Compare Beverly Hospital Matching Savings Plan side-by-side with 3 peers →

Beverly Hospital Matching Savings Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Developmental Disabilities Institute, Inc. 403(b) Plan in NY ($41M); by covered participants it is Bradley University Defined Contribution Plan in IL (844 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (846 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 Beverly Hospital Matching Savings Plan assets move in 2023? ▼
Beverly Hospital Matching Savings Plan edged up modestly - up 3.9% during 2023, from $39M to $41M. Reported net income was $2M.
Where does Beverly Hospital Matching Savings Plan rank by assets among Form 5500 filers? ▼
Beverly Hospital Matching Savings Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Beverly Hospital Matching Savings Plan? ▼
Among Other plans in other states, the closest by assets is Developmental Disabilities Institute, Inc. 403(b) Plan in NY ($41M, 2,025 participants).
Which Other plans cover a similar participant headcount to Beverly Hospital Matching Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Bradley University Defined Contribution Plan in IL (844 participants, $348M 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 951816005.

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.