Defined Benefit (Pension) · DOL Form 5500 · 2023
Bethesda Health Group, Inc. Pension Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $50,987
- Avg per participant Low balance/head
Official DOL plan name: Retirement Plan for Employees of Bethesda Health Group, Inc. · Sponsored by Bethesda Health Group, Inc. · Missouri · Healthcare & Social Assistance
$2M in assets, 48 participants
Bethesda Health Group, Inc.'s Retirement Plan for Employees of Bethesda Health Group, Inc. reported $2M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #5,768 in Healthcare & Social Assistance (17,684 peers)
Bethesda Health Group, Inc. multi-year trail
Bethesda Health Group, Inc.'s plans moved -32.5% in assets from 2022 to 2024; this filing shows Retirement Plan for Employees of Bethesda Health Group, Inc. at $2M / 48 participants.
- #5,768
- in Healthcare & Social Assistance (17,684 peers)
- -85.9%
- assets change YoY
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of Bethesda Health Group, Inc. among the smaller filed plans by assets
Retirement Plan for Employees of Bethesda Health Group, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,447,359 33rd percentile higher than 33% 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
Retirement Plan for Employees of Bethesda Health Group, Inc. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Bethesda Health Group, Inc. is a small filing (48 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of Bethesda Health Group, Inc. reported net income fell from -$2M in the plan year 2022 filing to -$15M in the plan year 2023 filing.
- Retirement Plan for Employees of Bethesda Health Group, Inc. end-of-year assets fell from $17M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Retirement Plan for Employees of Bethesda Health Group, Inc. reported participants fell from 50 in the plan year 2022 filing to 48 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 430666738 · Bethesda Health Group, Inc. PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of Bethesda Health Group, Inc. · $2M · 48 · 33rd
- ASSETS $2M
- ASSETS 48
- ASSETS 33rd
- ASSETS Defined Benefit (Pension)
- ASSETS near P & M Electrical Contracting Corp. Defined Benefit Plan
- ASSETS ind #5768
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 Missouri →
Retirement Plan for Employees of Bethesda Health Group, Inc. in the asset neighbourhood
Bethesda Health Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Bethesda Health Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 32.45679944413904% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,268 | $38M |
| 2023 | 2 | 1,113 | $26M |
| 2024 | 2 | 1,112 | $26M |
Bethesda Health Group, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$15M |
| Employer EIN | 430666738 |
| Plan Effective Date | 1986-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Boilermaker-Blacksmith National Pension Trust $7.8B · 30,358
- Ameren Retirement Plan $4.7B · 10,156
- Co-Op Retirement Plan $3.5B · 14,993
- Emerson Electric Company Retirement Plan $3.4B · 2,671
- Carpenters Pension Trust Fund of St. Louis $3.3B · 11,420
Retirement Plan for Employees of Bethesda Health Group, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is P & M Electrical Contracting Corp. Defined Benefit Plan in NY ($2M); by covered participants it is Employees' Retirement Plan of the Kensico Cemetery in NY (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (48 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.