Other · DOL Form 5500 · 2023
Katherine Shaw Bethea Hospital Retirement Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 918
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $111,515
- Avg per participant Below avg balance/head
Official DOL plan name: Katherine Shaw Bethea Hospital Retirement Savings Plan · Sponsored by Katherine Shaw Bethea Hospital · Illinois · Healthcare & Social Assistance
$102M in assets, 918 participants
Katherine Shaw Bethea Hospital's Katherine Shaw Bethea Hospital Retirement Savings Plan reported $102M in total assets and 918 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #16,361 in Healthcare & Social Assistance (17,684 peers)
Where Katherine Shaw Bethea Hospital Retirement Savings Plan sits by assets
Katherine Shaw Bethea Hospital Retirement Savings Plan sits in the top 10% of all filed plans by assets, $102M for 918 participants (~$111,515/participant), up 11.4% in 2023.
- #16,361
- in Healthcare & Social Assistance (17,684 peers)
- +11.4%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Katherine Shaw Bethea Hospital Retirement Savings Plan's outsized position by total assets
Katherine Shaw Bethea Hospital Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$102,370,570 Top 9% higher than 91% 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
Katherine Shaw Bethea Hospital 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. Katherine Shaw Bethea Hospital Retirement Savings Plan sits mid-pack in the medium band (918 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Katherine Shaw Bethea Hospital Retirement Savings Plan reported net income rose from -$28M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Katherine Shaw Bethea Hospital Retirement Savings Plan end-of-year assets rose from $92M in the plan year 2022 filing to $102M in the plan year 2023 filing.
- Katherine Shaw Bethea Hospital Retirement Savings Plan reported participants rose from 905 in the plan year 2022 filing to 918 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 361000540 · Katherine Shaw Bethea Hospital PY 2023 · Other
Katherine Shaw Bethea Hospital Retirement Savings Plan · $102M · 918 · 91st
- PHOTO $102M
- IND 918
- EOY 91st
- 5500 Other
- ASSETS near Navigators 403(b) Supplemental Retirement Plan
- PCT ind #16361
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 Illinois →
Katherine Shaw Bethea Hospital Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $11M |
| Employer EIN | 361000540 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Katherine Shaw Bethea Hospital)
Sponsor-wide plan assets over time
All Katherine Shaw Bethea Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 11.43936148050738% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 905 | $92M |
| 2023 | 1 | 918 | $102M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Katherine Shaw Bethea Hospital Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Navigators 403(b) Supplemental Retirement Plan in CO ($103M); by covered participants it is Nathan Littauer Hospital Association Tax Deferred Annuity Plan in NY (918 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- Navigators 403(b) Supplemental Retirement Plan (CO) $103M · 1,554
- Luminis Health Retirement Plan (Employer Contributions) (MD) $102M · 5,951
- Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan (TX) $103M · 1,167
- Franklin University Defined Contribution Retirement Plan (OH) $102M · 521
Similar participant headcount
Nearest other-state filings by covered participants (918 participants); asset peers above are excluded.
- Nathan Littauer Hospital Association Tax Deferred Annuity Plan (NY) 918 · 0 off
- High Point University Retirement Plan (NC) 919 · 1 off
- Elwyn California Defined Contribution 403b Plan (CA) 917 · 1 off
- Depaul Group, Inc. 403(b) Plan (NY) 917 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.