Other · DOL Form 5500 · 2023

Byron Health Center Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
267
Participants Below avg headcount
36th
Percentile by assets National rank
$11,294
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Byron Health Center 403(b) Tax Deferred Plan · Sponsored by Byron Health Center · Indiana · Healthcare & Social Assistance

$3M in assets, 267 participants

Byron Health Center's Byron Health Center 403(b) Tax Deferred Plan reported $3M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,503 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Byron Health Center 403(b) Tax Deferred Plan covers 267 participants in Indiana, about 49% of the average Indiana filer (state average ~541 per filing). Assets: $3M.

#6,503
in Healthcare & Social Assistance (17,684 peers)
+24.6%
assets growth YoY

Byron Health Center 403(b) Tax Deferred Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Byron Health Center 403(b) Tax Deferred Plan vs every filed plan by assets

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

$3,015,374 36th percentile higher than 36% 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

Byron Health Center 403(b) Tax Deferred 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. Byron Health Center 403(b) Tax Deferred Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Byron Health Center 403(b) Tax Deferred Plan reported net income rose from -$230K in the plan year 2022 filing to $595K in the plan year 2023 filing.
  • Byron Health Center 403(b) Tax Deferred Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Byron Health Center 403(b) Tax Deferred Plan reported participants rose from 230 in the plan year 2022 filing to 267 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351826036 · Byron Health Center PY 2023 · Other

Byron Health Center 403(b) Tax Deferred Plan · $3M · 267 · 36th

  • PART $3M
  • PART 267
  • PART 36th
  • PART Other
  • PART near Hillcrest Healthcare Communities 403(b) Plan
  • PART ind #6503

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 Indiana →

Byron Health Center 403(b) Tax Deferred Plan in the asset neighbourhood

J Pease Construction Co., Inc. Profit Sharing TrustJ Pease Construction Co., In…$3MByron Health Center 403(b) Tax Deferred PlanByron Health Center 403(b) T…$3MMeals on Wheels San Francisco 403(b) Retirement PlanMeals on Wheels San Francisc…$3MHillcrest Healthcare Communities 403(b) PlanHillcrest Healthcare Communi…$3MHorizons for Homeless Children, Inc. 403(b) PlanHorizons for Homeless Childr…$3M
End-of-year total assets ($M) among Byron Health Center 403(b) Tax Deferred Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$595K
Employer EIN351826036
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Byron Health Center)

Sponsor-wide plan assets over time

All Byron Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$3M 37.442818442513584% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.42M $3.33M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 230 $2M
2023 1 267 $3M
2024 1 180 $3M

Nearby Other Plans in Indiana

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

Byron Health Center 403(b) Tax Deferred Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants Byron Health Center 403(b) Tax Deferred Plan, Total assets ($M): 3.015374 · Participants: 267Byron Health Center 403(b) Tax Deferred PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 787.127482 · Participants: 16096Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 391.056673 · Participants: 7567Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 343.073559 · Participants: 3137Butler University Retirement Plan
Byron Health Center 403(b) Tax Deferred Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Byron Health Center 403(b) Tax Deferred Plan side-by-side with 3 peers →

Byron Health Center 403(b) Tax Deferred Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Hillcrest Healthcare Communities 403(b) Plan in TN ($3M); by covered participants it is Ascend Learning, Inc. 403(b) Plan in NY (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Byron Health Center 403(b) Tax Deferred Plan assets move in 2023? ▼
Byron Health Center 403(b) Tax Deferred Plan grew sharply - up 24.6% during 2023, from $2M to $3M. Reported net income was $595K.
How have Byron Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Byron Health Center's sponsor-wide assets grew 37.4%, from $2M to $3M.
Which Other plans are similar in size to Byron Health Center 403(b) Tax Deferred Plan? ▼
Among Other plans in other states, the closest by assets is Hillcrest Healthcare Communities 403(b) Plan in TN ($3M, 315 participants).
Which Other plans cover a similar participant headcount to Byron Health Center 403(b) Tax Deferred Plan? ▼
Among Other plans in other states, the closest by covered participants is Ascend Learning, Inc. 403(b) Plan in NY (267 participants, $1M 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 351826036.

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.