Other · DOL Form 5500 · 2023
Beaumont Retirement Services, Inc Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 251
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $54,119
- Avg per participant Low balance/head
Official DOL plan name: Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan · Sponsored by Beaumont Retirement Services, Inc · Pennsylvania · Healthcare & Social Assistance
$14M in assets, 251 participants
Beaumont Retirement Services, Inc's Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan reported $14M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,440 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan covers 251 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.
- #12,440
- in Healthcare & Social Assistance (17,684 peers)
- +19.8%
- assets growth YoY
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,583,935 Top 35% higher than 65% 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
Beaumont Retirement Services, Inc. 403(b) Retirement 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. Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan sits mid-pack in the medium band (251 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan reported participants rose from 229 in the plan year 2022 filing to 251 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 232324586 · Beaumont Retirement Services, Inc PY 2023 · Other
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan · $14M · 251 · 65th
- PCT $14M
- PCT 251
- PCT 65th
- PCT Other
- PCT near 403(b) Thrift Plan of Goodwill Industries of Michiana, Inc.
- PCT ind #12440
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 Pennsylvania →
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 232324586 |
| Plan Effective Date | 1990-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beaumont Retirement Services, Inc)
Sponsor-wide plan assets over time
All Beaumont Retirement Services, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 36.46079973295952% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 229 | $11M |
| 2023 | 1 | 251 | $14M |
| 2024 | 1 | 280 | $15M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan of Goodwill Industries of Michiana, Inc. in IN ($14M); by covered participants it is St. Paul Academy and Summit School 403(b) DC Plan in MN (251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (251 participants); asset peers above are excluded.
- St. Paul Academy and Summit School 403(b) DC Plan (MN) 251 · 0 off
- Circle of Life Retirement 403b Plan (AR) 251 · 0 off
- Osceola Medical Center 403(b) Tax Deferred Annuity Plan (WI) 251 · 0 off
- Livingston Community Health 403(b) Plan (CA) 251 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.