Other · DOL Form 5500 · 2023

Bethany Retirement Home, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
229
Participants Below avg headcount
42nd
Percentile by assets National rank
$19,672
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bethany Retirement Home, Inc. Tax Deferred Annuity Plan · Sponsored by Bethany Retirement Home, Inc. · New York · Healthcare & Social Assistance

$5M in assets, 229 participants

Bethany Retirement Home, Inc.'s Bethany Retirement Home, Inc. Tax Deferred Annuity Plan reported $5M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,099 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan covers 229 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $5M.

#8,099
in Healthcare & Social Assistance (17,684 peers)
-6.5%
assets change YoY

The plan reported a net loss of $315K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$4,504,811 42nd percentile higher than 42% 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

Bethany Retirement Home, Inc. Tax Deferred Annuity 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 Home, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bethany Retirement Home, Inc. Tax Deferred Annuity Plan reported net income rose from -$808K in the plan year 2022 filing to -$315K in the plan year 2023 filing.
  • Bethany Retirement Home, Inc. Tax Deferred Annuity Plan reported participants rose from 211 in the plan year 2022 filing to 229 in the plan year 2023 filing.
  • Bethany Retirement Home, Inc. Tax Deferred Annuity Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160988865 · Bethany Retirement Home, Inc. PY 2023 · Other

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan · $5M · 229 · 42nd

  • SCH $5M
  • EBSA 229
  • PART 42nd
  • TYPE Other
  • NET near Alliance Healthcare Services Employee Retirement
  • BOOK ind #8099

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 New York →

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Alliance Healthcare Services Employee RetirementAlliance Healthcare Services…$5MThe Phoenix House of California 403(b) Retirement PlanThe Phoenix House of Califor…$5MBethany Retirement Home, Inc. Tax Deferred Annuity PlanBethany Retirement Home, Inc…$5MThe Center Bargaining Unit Retirement PlanThe Center Bargaining Unit R…$5MMab Community Services Retirement Savings PlanMab Community Services Retir…$4M
End-of-year total assets ($M) among Bethany Retirement Home, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$315K
Employer EIN160988865
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bethany Retirement Home, Inc.)

Sponsor-wide plan assets over time

All Bethany Retirement Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.531570288266832% vs 2022
2024 filing year
$4.4M$4.5M$4.6M$4.7M$4.8M$4.9M 202220232024 $4.82M $4.6M ▼ -4.6%
Year Plans Participants Total Assets
2022 1 211 $5M
2023 1 229 $5M
2024 1 235 $5M

Nearby Other Plans in New York

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

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Bethany Retirement Home, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.004504811 · Participants: 229Bethany Retirement Home, Inc. Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Bethany Retirement Home, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Bethany Retirement Home, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Alliance Healthcare Services Employee Retirement in TN ($5M); by covered participants it is Caring People Alliance Defined Contribution Retirement Plan in PA (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Bethany Retirement Home, Inc. Tax Deferred Annuity Plan assets move in 2023? ▼
Bethany Retirement Home, Inc. Tax Deferred Annuity Plan pulled back noticeably - down 6.5% during 2023, from $5M to $5M. Reported net income was -$315K.
How have Bethany Retirement Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bethany Retirement Home, Inc.'s sponsor-wide assets declined 4.5%, from $5M to $5M.
Which Other plans are similar in size to Bethany Retirement Home, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Alliance Healthcare Services Employee Retirement in TN ($5M, 393 participants).
Which Other plans cover a similar participant headcount to Bethany Retirement Home, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Caring People Alliance Defined Contribution Retirement Plan in PA (229 participants, $5M 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 160988865.

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.