Profit Sharing · DOL Form 5500 · 2023

Samaritan Bethany, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
140
Participants Small participant base
47th
Percentile by assets National rank
$41,420
Avg per participant Low balance/head
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Official DOL plan name: Samaritan Bethany, Inc. 403(b) Retirement Plan · Sponsored by Samaritan Bethany, Inc. · Minnesota · Healthcare & Social Assistance

$6M in assets, 140 participants

Samaritan Bethany, Inc.'s Samaritan Bethany, Inc. 403(b) Retirement Plan reported $6M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,157 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Samaritan Bethany, Inc. 403(b) Retirement Plan covers 140 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.

#9,157
in Healthcare & Social Assistance (17,684 peers)
+6.6%
assets growth YoY

Samaritan Bethany, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Samaritan Bethany, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$5,798,836 47th percentile higher than 47% 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

Samaritan Bethany, Inc. 403(b) 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. Samaritan Bethany, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Samaritan Bethany, Inc. 403(b) Retirement Plan reported net income rose from -$603K in the plan year 2022 filing to $338K in the plan year 2023 filing.
  • Samaritan Bethany, Inc. 403(b) Retirement Plan reported participants fell from 174 in the plan year 2022 filing to 140 in the plan year 2023 filing.
  • Samaritan Bethany, Inc. 403(b) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411373420 · Samaritan Bethany, Inc. PY 2023 · Profit Sharing

Samaritan Bethany, Inc. 403(b) Retirement Plan · $6M · 140 · 47th

  • 5500 $6M
  • ASSETS 140
  • PCT 47th
  • EIN Profit Sharing
  • RANK near Builders Insulation Holdings, Inc. Profit Sharing Plan
  • PHOTO ind #9157

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 Minnesota →

Samaritan Bethany, Inc. 403(b) Retirement Plan in the asset neighbourhood

Fellowship Hall Retirement PlanFellowship Hall Retirement P…$6MBrehm Preparatory School Defined Contribution PlanBrehm Preparatory School Def…$6MSamaritan Bethany, Inc. 403(b) Retirement PlanSamaritan Bethany, Inc. 403(…$6MBuilders Insulation Holdings, Inc. Profit Sharing PlanBuilders Insulation Holdings…$6MSan Jorge Children's Hospital Retirement PlanSan Jorge Children's Hospita…$6M
End-of-year total assets ($M) among Samaritan Bethany, Inc. 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$338K
Employer EIN411373420
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samaritan Bethany, Inc.)

Sponsor-wide plan assets over time

All Samaritan Bethany, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 7.295078726946615% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M 202220232024 $5.44M $5.84M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 174 $5M
2023 1 140 $6M
2024 1 134 $6M

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Samaritan Bethany, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Samaritan Bethany, Inc. 403(b) Retirement Plan, Total assets ($B): 0.005798836 · Participants: 140Samaritan Bethany, Inc. 403(b) Retirement PlanEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Samaritan Bethany, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Samaritan Bethany, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Samaritan Bethany, Inc. 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Builders Insulation Holdings, Inc. Profit Sharing Plan in WI ($6M); by covered participants it is One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan in PR (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Samaritan Bethany, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Samaritan Bethany, Inc. 403(b) Retirement Plan grew at a solid clip - up 6.6% during 2023, from $5M to $6M. Reported net income was $338K.
How have Samaritan Bethany, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samaritan Bethany, Inc.'s sponsor-wide assets grew 7.3%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Samaritan Bethany, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Builders Insulation Holdings, Inc. Profit Sharing Plan in WI ($6M, 431 participants).
Which Profit Sharing plans cover a similar participant headcount to Samaritan Bethany, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is One Microsoft Puerto Rico Retirement Plan One Microsoft Puerto Rico Retirement Plan in PR (140 participants, $31M 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 411373420.

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.