Profit Sharing · DOL Form 5500 · 2024

Samaritan Bethany, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
134
Participants Small participant base
45th
Percentile by assets National rank
$43,548
Avg per participant Low balance/head
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Official DOL plan name: Samaritan Bethany, Inc. 403(b) Retirement Plan · Sponsored by Samaritan Bethany, Inc. · Minnesota · Healthcare & Social Assistance

$6M in assets, 134 participants

Samaritan Bethany, Inc.'s Samaritan Bethany, Inc. 403(b) Retirement Plan reported $6M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,192 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Samaritan Bethany, Inc. 403(b) Retirement Plan covers 134 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.

#8,192
in Healthcare & Social Assistance (16,916 peers)
+0.6%
assets growth YoY

Samaritan Bethany, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Samaritan Bethany, Inc. 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,835,495 45th percentile higher than 45% of 123,620 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 2024

Samaritan Bethany, Inc. 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samaritan Bethany, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Samaritan Bethany, Inc. 403(b) Retirement Plan reported net income fell from $338K in the plan year 2023 filing to $38K in the plan year 2024 filing.
  • Samaritan Bethany, Inc. 403(b) Retirement Plan reported participants fell from 140 in the plan year 2023 filing to 134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 411373420 · Samaritan Bethany, Inc. PY 2024 · Profit Sharing

Samaritan Bethany, Inc. 403(b) Retirement Plan · $6M · 134 · 45th

  • PCT $6M
  • EIN 134
  • RANK 45th
  • PHOTO Profit Sharing
  • IND near Stk Architecture, Inc. Profit Sharing Plan
  • EOY ind #8192

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 Minnesota →

Samaritan Bethany, Inc. 403(b) Retirement Plan in the asset neighbourhood

Samaritan Bethany, Inc. 403(b) Retirement PlanSamaritan Bethany, Inc. 403(…$6MJoseph C. Lin, M.D.L.L.C. , Profit Sharing PlanJoseph C. Lin, M.D.L.L.C. , …$6MDaniel R. Conlin Md & Robert J. Elsen Md, Amc Profit Sharing PlanDaniel R. Conlin Md & Robert…$6MStk Architecture, Inc. Profit Sharing PlanStk Architecture, Inc. Profi…$6MJ. H. Walker, Inc. 401(k) PlanJ. H. Walker, Inc. 401(k) Pl…$6M
End-of-year total assets ($M) among Samaritan Bethany, Inc. 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$38K
Employer EIN411373420
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Samaritan Bethany, Inc.)

Sponsor-wide plan assets over time

All Samaritan Bethany, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 7.295078726946615% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M 202220232024 $5.44M $5.84M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 174 $5M
2023 1 140 $6M
2024 1 134 $6M

Nearby Profit Sharing Plans in Minnesota

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

Samaritan Bethany, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Samaritan Bethany, Inc. 403(b) Retirement Plan, Total assets ($B): 0.005835495 · Participants: 134Samaritan Bethany, Inc. 403(b) Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.820221913 · Participants: 6017Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.902491999 · Participants: 8757Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.64405166 · Participants: 4702Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.612718536 · Participants: 20683Cargill Employee Retirement Account PlanRegions Hospital Retirement Savings 401(k) Plan, Total assets ($B): 0.601951844 · Participants: 6323Regions Hospital Retirement Savings 401(k) Plan
Samaritan Bethany, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Samaritan Bethany, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Samaritan Bethany, Inc. 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Stk Architecture, Inc. Profit Sharing Plan in CA ($6M); by covered participants it is Shriver Nursing Services, Inc 403(b) Plan in MA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Samaritan Bethany, Inc. 403(b) Retirement Plan assets move in 2024? ▼
Samaritan Bethany, Inc. 403(b) Retirement Plan held essentially flat - up 0.6% during 2024, from $6M to $6M. Reported net income was $38K.
How have Samaritan Bethany, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samaritan Bethany, Inc.'s sponsor-wide assets grew 7.3%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Samaritan Bethany, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Stk Architecture, Inc. Profit Sharing Plan in CA ($6M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Samaritan Bethany, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Shriver Nursing Services, Inc 403(b) Plan in MA (134 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411373420.

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.