Other · DOL Form 5500 · 2023
Bethesda Health Group, Inc. Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 1,065
- Participants Near avg headcount
- 75th
- Percentile by assets National rank
- $21,856
- Avg per participant Low balance/head
Official DOL plan name: Bethesda Health Group, Inc. Retirement Savings 403(b) Plan · Sponsored by Bethesda Health Group, Inc. · Missouri · Healthcare & Social Assistance
$23M in assets, 1,065 participants
Bethesda Health Group, Inc.'s Bethesda Health Group, Inc. Retirement Savings 403(b) Plan reported $23M in total assets and 1,065 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #14,009 in Healthcare & Social Assistance (17,684 peers)
Where Bethesda Health Group, Inc. Retirement Savings 403(b) Plan sits by assets
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan sits in the top quartile of all filed plans by assets, $23M for 1,065 participants (~$21,856/participant), up 11.4% in 2023.
- #14,009
- in Healthcare & Social Assistance (17,684 peers)
- +11.4%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan's outsized position by total assets
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,276,988 Top 25% higher than 75% 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
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bethesda Health Group, Inc. Retirement Savings 403(b) Plan lands in the large band (1,065 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bethesda Health Group, Inc. Retirement Savings 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Bethesda Health Group, Inc. Retirement Savings 403(b) Plan reported participants fell from 1,218 in the plan year 2022 filing to 1,065 in the plan year 2023 filing.
- Bethesda Health Group, Inc. Retirement Savings 403(b) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 430666738 · Bethesda Health Group, Inc. PY 2023 · Other
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan · $23M · 1,065 · 75th
- BOY $23M
- BOY 1,065
- BOY 75th
- BOY Other
- BOY near Mt. Graham Regional Medical Center, Inc.403(b) Savings Plan
- BOY ind #14009
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 →
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 430666738 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bethesda Health Group, Inc.)
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 |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $6.7B · 25,521
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $969M · 8,984
- Saint Louis University 403(b) Annuity Plan $910M · 4,784
- Cox Savings Incentive Plan $836M · 12,220
- Bjc 403(b) Plan $448M · 5,284
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Mt. Graham Regional Medical Center, Inc.403(b) Savings Plan in AZ ($23M); by covered participants it is Lafayette College Retirement Plan in PA (1,064 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,065 participants); asset peers above are excluded.
- Lafayette College Retirement Plan (PA) 1,064 · 1 off
- Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons (NY) 1,063 · 2 off
- Eventide 403(b) Tax Deferred Savings Plan (MN) 1,068 · 3 off
- Swedish Health Services 403(b) Retirement Plan (WA) 1,068 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.