401(k) · DOL Form 5500 · 2023
Bethany Retirement Living 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 713
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $17,427
- Avg per participant Low balance/head
Official DOL plan name: Bethany Retirement Living 401(k) Plan · Sponsored by Bethany Retirement Living · North Dakota · Healthcare & Social Assistance
$12M in assets, 713 participants
Bethany Retirement Living's Bethany Retirement Living 401(k) Plan reported $12M in total assets and 713 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,146 in Healthcare & Social Assistance (17,684 peers)
Bethany Retirement Living multi-year trail
Bethany Retirement Living's plans moved +28.7% in assets from 2022 to 2024; this filing shows Bethany Retirement Living 401(k) Plan at $12M / 713 participants.
- #12,146
- in Healthcare & Social Assistance (17,684 peers)
- +19.2%
- assets growth YoY
Bethany Retirement Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bethany Retirement Living 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,425,707 Top 37% higher than 63% 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
Bethany Retirement Living 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 Retirement Living 401(k) Plan sits mid-pack in the medium band (713 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bethany Retirement Living 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Bethany Retirement Living 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Bethany Retirement Living 401(k) Plan reported participants fell from 743 in the plan year 2022 filing to 713 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 450394181 · Bethany Retirement Living PY 2023 · 401(k)
Bethany Retirement Living 401(k) Plan · $12M · 713 · 63rd
- PART $12M
- TYPE 713
- NET 63rd
- BOOK 401(k)
- VS-ST near Paynearme 401(k) Plan
- BOY ind #12146
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 Dakota →
Bethany Retirement Living 401(k) Plan in the asset neighbourhood
Bethany Retirement Living multi-year asset trail
Sponsor-wide plan assets over time
All Bethany Retirement Living plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 28.704796275258452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 743 | $10M |
| 2023 | 1 | 713 | $12M |
| 2024 | 1 | 757 | $13M |
Bethany Retirement Living filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 450394181 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Sanford Retirement Savings Plan $3.1B · 30,495
- Mdu Resources Group, Inc. 401(k) Retirement Plan $830M · 8,551
- Knife River Corporation 401(k) Retirement Plan $741M · 5,269
- Dakotas Areawide IBEW-NECA Savings and Retirement Plan $521M · 3,853
- Eide Bailly LLP 401(k) Profit Sharing Plan $513M · 2,920
Bethany Retirement Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Dakota, the nearest 401(k) by assets is Paynearme 401(k) Plan in CA ($12M); by covered participants it is The Bancorp, Inc. 401(k) Plan in DE (713 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (713 participants); asset peers above are excluded.
- The Bancorp, Inc. 401(k) Plan (DE) 713 · 0 off
- Fishback Financial Corporation 401(k) Profit Sharing Plan (SD) 713 · 0 off
- Great Circle Retirement Savings Plan (MO) 713 · 0 off
- Iowa 80 Group, Inc. 401(k) Plan (IA) 713 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.