Other · DOL Form 5500 · 2024
Bethesda Associates Retirement Plan
Data updated 2026-08-11
- $21M
- Total assets
- 1,090
- Participants
- 71st
- Percentile by assets
- $18,940
- Avg per participant
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.
- 71st percentile by assets (of 123,622 plans)
- #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.
- $21M
- total plan assets (2024 EOY)
- 1,090
- covered participants
- 71st
- percentile by assets (of 123,622 plans)
- $18,940
- avg assets per participant
Where Bethesda 403b Retirement Plan sits 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Participants vs Colorado filers
In Colorado, the average filing covers about 376 participants across 2,719 plans. Bethesda 403b Retirement Plan reports 1,090 participants - 2.9x that state average ($21M EOY assets).
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)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Bethesda 403b Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Bethesda 403b Retirement Plan assets move in 2024? ▼
How have Bethesda Associates plan assets changed over time? ▼
Which Other plans are similar in size to Bethesda 403b Retirement Plan? ▼
Next read for Bethesda 403b Retirement Plan
Filing takeaways
Ways to act on Bethesda 403b Retirement Plan's numbers.
- By total assets, Bethesda 403b Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Colorado. Compare plans
- Bethesda Associates's sponsor-wide assets have grown 21.2% since 2022 across 3 plan years on file. More Real Estate plans