401(k) · DOL Form 5500 · 2023

Bethesda Health Clinic 401(k) Plan

Data updated 2026-08-25

$767K
Total assets Small plan by assets
139
Participants Small participant base
21st
Percentile by assets National rank
$5,519
Avg per participant Low balance/head
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Official DOL plan name: Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust · Sponsored by Bethesda Health Clinic · Texas · Professional & Technical Services

$767K in assets, 139 participants

Bethesda Health Clinic's Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust reported $767K in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,346 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust covers 139 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $767K.

#3,346
in Professional & Technical Services (20,321 peers)
+57.4%
assets growth YoY

Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$767,167 21st percentile higher than 21% 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

Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust 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. Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust reported net income rose from $94K in the plan year 2022 filing to $280K in the plan year 2023 filing.
  • Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $487K in the plan year 2022 filing to $767K in the plan year 2023 filing.
  • Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust reported participants rose from 108 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260036674 · Bethesda Health Clinic PY 2023 · 401(k)

Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust · $767K · 139 · 21st

  • RANK $767K
  • PHOTO 139
  • IND 21st
  • EOY 401(k)
  • 5500 near Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan
  • ASSETS ind #3346

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 Professional & Technical Services retirement plans → · Plans in Texas →

Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Bethesda Health Clinic 401(k) Profit Sharing Plan and TrustBethesda Health Clinic 401(k…$767KEmpresas Ortiz Brunet, Inc. 1081.0.1(D) PlanEmpresas Ortiz Brunet, Inc. …$767KParimal J. Kansagra, D.D.S., Inc. Profit Sharing PlanParimal J. Kansagra, D.D.S.,…$767KStraub Construction Inc. 401(k) Profit Sharing PlanStraub Construction Inc. 401…$767KOhana 4 Paws, Inc. 401(k) PlanOhana 4 Paws, Inc. 401(k) Pl…$767K
End-of-year total assets ($M) among Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$487K
Net Assets (End of Year)$767K
Net Income$280K
Employer EIN260036674
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bethesda Health Clinic)

Sponsor-wide plan assets over time

All Bethesda Health Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$1M 146.0338432247899% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.49M $1.2M ▲ +144.9%
Year Plans Participants Total Assets
2022 1 108 $487K
2023 1 139 $767K
2024 1 144 $1M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000767167 · Participants: 139Bethesda Health Clinic 401(k) Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan in PR ($767K); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust surged - up 57.4% during 2023, from $487K to $767K. Reported net income was $280K.
How have Bethesda Health Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bethesda Health Clinic's sponsor-wide assets grew 146.0%, from $487K to $1M.
Where does Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan in PR ($767K, 87 participants).
Which 401(k) plans cover a similar participant headcount to Bethesda Health Clinic 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants, N/A 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 260036674.

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.