Defined Benefit (Pension) · DOL Form 5500 · 2023

Bethesda Hospital, Inc. Pension Plan

Data updated 2026-08-25

$172M
Total assets Near avg plan size
305
Participants Below avg headcount
94th
Percentile by assets National rank
$562,482
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bethesda Retirement Plan · Sponsored by Bethesda Hospital, Inc. · Florida · Healthcare & Social Assistance

$172M in assets, 305 participants

Bethesda Hospital, Inc.'s Bethesda Retirement Plan reported $172M in total assets and 305 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,775 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Bethesda Retirement Plan covers 305 participants in Florida, about 49% of the average Florida filer (state average ~628 per filing). Assets: $172M.

#16,775
in Healthcare & Social Assistance (17,684 peers)
+10.0%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Bethesda Retirement Plan's outsized position by total assets

Bethesda Retirement Plan vs every filed plan by assets

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

$171,556,912 Top 6% higher than 94% 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 Retirement 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. Bethesda Retirement Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bethesda Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Bethesda Retirement Plan end-of-year assets rose from $156M in the plan year 2022 filing to $172M in the plan year 2023 filing.
  • Bethesda Retirement Plan reported participants fell from 331 in the plan year 2022 filing to 305 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 592447554 · Bethesda Hospital, Inc. PY 2023 · Defined Benefit (Pension)

Bethesda Retirement Plan · $172M · 305 · 94th

  • ASSETS $172M
  • PCT 305
  • EIN 94th
  • RANK Defined Benefit (Pension)
  • PHOTO near Sgs North America Inc. Pension Plan
  • IND ind #16775

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 Florida →

Bethesda Retirement Plan in the asset neighbourhood

Teledyne Technologies Incorporated Pension Plan for Defined Active ParticipantsTeledyne Technologies Incorp…$172MBethesda Retirement Plan$172MSgs North America Inc. Pension PlanSgs North America Inc. Pensi…$171MHawaii Iron Workers' Pension PlanHawaii Iron Workers' Pension…$171MBfi Retirement Plan$171M
End-of-year total assets ($M) among Bethesda Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$156M
Net Assets (End of Year)$172M
Net Income$16M
Employer EIN592447554
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bethesda Hospital, Inc.)

Sponsor-wide plan assets over time

All Bethesda Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$167M 7.065218994311991% vs 2022
2024 filing year
$150M$155M$160M$165M$170M$175M 202220232024 $156M $167M ▲ +7.1%
Year Plans Participants Total Assets
2022 2 771 $156M
2023 1 305 $172M
2024 1 280 $167M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bethesda Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Bethesda Retirement Plan, Total assets ($B): 0.171556912 · Participants: 305Bethesda Retirement PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Bethesda Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

Bethesda Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Sgs North America Inc. Pension Plan in NJ ($171M); by covered participants it is Macdermid, Incorporated Employees' Pension Plan in CT (305 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($172M here).

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Retirement Plan assets move in 2023?
Bethesda Retirement Plan grew at a solid clip - up 10.0% during 2023, from $156M to $172M. Reported net income was $16M.
How have Bethesda Hospital, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bethesda Hospital, Inc.'s sponsor-wide assets grew 7.1%, from $156M to $167M.
Where does Bethesda Retirement Plan rank by assets among Form 5500 filers?
Bethesda Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bethesda Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sgs North America Inc. Pension Plan in NJ ($171M, 641 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bethesda Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Macdermid, Incorporated Employees' Pension Plan in CT (305 participants, $165M in assets).