Other · DOL Form 5500 · 2023
Bethshan Association Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $110,050
- Avg per participant Below avg balance/head
Official DOL plan name: Bethshan Association 403(b) Retirement Plan · Sponsored by Bethshan Association · Illinois · Healthcare & Social Assistance
$8M in assets, 72 participants
Bethshan Association's Bethshan Association 403(b) Retirement Plan reported $8M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,452 in Healthcare & Social Assistance (17,684 peers)
Bethshan Association multi-year trail
Bethshan Association's plans moved +201.3% in assets from 2022 to 2024; this filing shows Bethshan Association 403(b) Retirement Plan at $8M / 72 participants.
- #10,452
- in Healthcare & Social Assistance (17,684 peers)
- +170.0%
- assets growth YoY
Bethshan Association 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bethshan Association 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,923,571 Top 46% higher than 54% 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
Bethshan Association 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bethshan Association 403(b) Retirement Plan is a small filing (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bethshan Association 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Bethshan Association 403(b) Retirement Plan reported net income rose from $372K in the plan year 2022 filing to $854K in the plan year 2023 filing.
- Bethshan Association 403(b) Retirement Plan reported participants rose from 71 in the plan year 2022 filing to 72 in the plan year 2023 filing.
DOL schedule card
Filing strip 363038592 · Bethshan Association PY 2023 · Other
Bethshan Association 403(b) Retirement Plan · $8M · 72 · 54th
- BOY $8M
- SCH 72
- EBSA 54th
- PART Other
- TYPE near The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan
- NET ind #10452
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 Illinois →
Bethshan Association 403(b) Retirement Plan in the asset neighbourhood
Bethshan Association multi-year asset trail
Sponsor-wide plan assets over time
All Bethshan Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 201.2962259945843% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $3M |
| 2023 | 2 | 152 | $8M |
| 2024 | 1 | 76 | $9M |
Bethshan Association filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $854K |
| Employer EIN | 363038592 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
Bethshan Association 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan in NY ($8M); by covered participants it is Far Hills Country Day School Defined Contribution Retirement Plan in NJ (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 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.