Other · DOL Form 5500 · 2024

Bethesda Associates Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 1,090
Participants Near avg headcount: 71st
Percentile by assets National rank: $18,940
Avg per participant Low balance/head

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Official DOL plan name: Bethesda 403b Retirement Plan · Sponsored by Bethesda Associates · Colorado · Real Estate

$21M in assets, 1,090 participants

Bethesda Associates's Bethesda 403b Retirement Plan reported $21M in total assets and 1,090 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

#3,914 in Real Estate (4,605 peers)

Coverage in Colorado

Bethesda 403b Retirement Plan covers 1,090 participants in Colorado, 2.9x the typical Colorado plan (state average ~376 per filing). Assets: $21M.

#3,914
in Real Estate (4,605 peers): +7.6%
assets growth YoY

Bethesda 403b Retirement Plan's outsized position by total assets

Bethesda 403b Retirement Plan vs every filed plan by assets

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

$20,644,885 Top 29% higher than 71% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bethesda 403b Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bethesda 403b Retirement Plan lands in the large band (1,090 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Bethesda 403b Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Bethesda 403b Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 841087692 · Bethesda Associates PY 2024 · Other

Bethesda 403b Retirement Plan · $21M · 1,090 · 71st

ASSETS $21M
ASSETS 1,090
ASSETS 71st
ASSETS Other
ASSETS near Childrens Defense Fund Retirement Plan
ASSETS ind #3914

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 Real Estate retirement plans → · Plans in Colorado →

End-of-year total assets ($M) among Bethesda 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	$21M
Net Income	$1M
Employer EIN	841087692
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bethesda Associates)

Latest sponsor-wide plan assets: $21M 21.159630595169116% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1,010	$17M
2023	1	1,090	$19M
2024	1	1,090	$21M

Nearby Other Plans in Colorado

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

Bethesda 403b Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants

Ucar Retirement Plan $1.2B · 1,662
Children's Hospital Colorado 403(b) Plan $1.0B · 9,224
University of Denver Retirement Plan $909M · 7,356
Nrel 403(b) Employee Savings Plan $625M · 3,207
Colorado College Retirement Benefit Plan $382M · 717

Compare Bethesda 403b Retirement Plan side-by-side with 3 peers →

Bethesda 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Childrens Defense Fund Retirement Plan in DC ($21M); by covered participants it is New York Institute of Technology Defined Contribution Retirement Plan in NY (1,090 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Childrens Defense Fund Retirement Plan (DC) $21M · 103
American Economic Association 403(b) DC Plan (TN) $21M · 59
American Public Health Association Defined Contribution Retirement Plan (DC) $21M · 69
Thrift Retirement Plan (MN) $21M · 2,474

Similar participant headcount

Nearest other-state filings by covered participants (1,090 participants); asset peers above are excluded.

New York Institute of Technology Defined Contribution Retirement Plan (NY) 1,090 · 0 off
Path Corporation 403(b) Plan (CA) 1,089 · 1 off
Jennie Stuart Medical Center 403(b) Plan (KY) 1,088 · 2 off
Michigan Public Health Institute 403(b) Retirement Savings Plan (MI) 1,087 · 3 off

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 Bethesda 403b Retirement Plan assets move in 2024? ▼

Bethesda 403b Retirement Plan grew at a solid clip - up 7.6% during 2024, from $19M to $21M. Reported net income was $1M.

How have Bethesda Associates plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bethesda Associates's sponsor-wide assets grew 21.2%, from $17M to $21M.

Which Other plans are similar in size to Bethesda 403b Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Childrens Defense Fund Retirement Plan in DC ($21M, 103 participants).

Which Other plans cover a similar participant headcount to Bethesda 403b Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is New York Institute of Technology Defined Contribution Retirement Plan in NY (1,090 participants, $550M 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 841087692.