Other · DOL Form 5500 · 2024
Beaumont Retirement Services, Inc Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 280
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $55,248
- Avg per participant Low balance/head
Official DOL plan name: Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan · Sponsored by Beaumont Retirement Services, Inc · Pennsylvania · Healthcare & Social Assistance
$15M in assets, 280 participants
Beaumont Retirement Services, Inc's Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan reported $15M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #11,860 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan covers 280 participants in Pennsylvania, about 34% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.
- #11,860
- in Healthcare & Social Assistance (16,916 peers)
- +13.9%
- assets growth YoY
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,469,345 Top 35% higher than 65% 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
Beaumont Retirement Services, Inc. 403(b) Retirement Savings 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. Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan sits mid-pack in the medium band (280 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan reported participants rose from 251 in the plan year 2023 filing to 280 in the plan year 2024 filing.
DOL schedule card
Filing strip 232324586 · Beaumont Retirement Services, Inc PY 2024 · Other
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan · $15M · 280 · 65th
- PCT $15M
- EIN 280
- RANK 65th
- PHOTO Other
- IND near Starfish Family Services, Inc. DC Plan
- EOY ind #11860
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 Pennsylvania →
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 232324586 |
| Plan Effective Date | 1990-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beaumont Retirement Services, Inc)
Sponsor-wide plan assets over time
All Beaumont Retirement Services, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 36.46079973295952% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 229 | $11M |
| 2023 | 1 | 251 | $14M |
| 2024 | 1 | 280 | $15M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Starfish Family Services, Inc. DC Plan in MI ($15M); by covered participants it is Chinatown Service Center 403(b) in CA (280 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Starfish Family Services, Inc. DC Plan (MI) $15M · 522
- Kansas City Symphony 403(b) Retirement Plan (MO) $15M · 106
- Center for Sustainable Energy (CA) $15M · 264
- The Infirmary 403(b) Plan (AL) $15M · 318
Similar participant headcount
Nearest other-state filings by covered participants (280 participants); asset peers above are excluded.
- Chinatown Service Center 403(b) (CA) 280 · 0 off
- Carroll College 403(b) Plan (MT) 280 · 0 off
- Allendale Association Retirement Savings Plan (IL) 280 · 0 off
- Mount Paran Christian School 403(b) Plan (GA) 280 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.