Other · DOL Form 5500 · 2024

Bethany Retirement Home, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
235
Participants Below avg headcount
40th
Percentile by assets National rank
$19,579
Avg per participant Low balance/head
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Official DOL plan name: Bethany Retirement Home, Inc. Tax Deferred Annuity Plan · Sponsored by Bethany Retirement Home, Inc. · New York · Healthcare & Social Assistance

$5M in assets, 235 participants

Bethany Retirement Home, Inc.'s Bethany Retirement Home, Inc. Tax Deferred Annuity Plan reported $5M in total assets and 235 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,275 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan covers 235 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $5M.

#7,275
in Healthcare & Social Assistance (16,916 peers)
+2.1%
assets growth YoY

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$4,600,995 40th percentile higher than 40% 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

Bethany Retirement Home, Inc. Tax Deferred Annuity 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. Bethany Retirement Home, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bethany Retirement Home, Inc. Tax Deferred Annuity Plan reported net income rose from -$315K in the plan year 2023 filing to $96K in the plan year 2024 filing.
  • Bethany Retirement Home, Inc. Tax Deferred Annuity Plan reported participants rose from 229 in the plan year 2023 filing to 235 in the plan year 2024 filing.
  • Bethany Retirement Home, Inc. Tax Deferred Annuity Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 160988865 · Bethany Retirement Home, Inc. PY 2024 · Other

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan · $5M · 235 · 40th

  • PART $5M
  • TYPE 235
  • NET 40th
  • BOOK Other
  • VS-ST near The Cove Behavioral Health, Inc. Retirement Plan
  • BOY ind #7275

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 New York →

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

403(b) Thrift Plan of Life Bridges, Inc.403(b) Thrift Plan of Life B…$5MBethany Retirement Home, Inc. Tax Deferred Annuity PlanBethany Retirement Home, Inc…$5MThe Cove Behavioral Health, Inc. Retirement PlanThe Cove Behavioral Health, …$5MColorado Health Network, Inc. 403(b) PlanColorado Health Network, Inc…$5MAdvisewell, Inc. Retirement Savings PlanAdvisewell, Inc. Retirement …$5M
End-of-year total assets ($M) among Bethany Retirement Home, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$96K
Employer EIN160988865
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bethany Retirement Home, Inc.)

Sponsor-wide plan assets over time

All Bethany Retirement Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.531570288266832% vs 2022
2024 filing year
$4.4M$4.5M$4.6M$4.7M$4.8M$4.9M 202220232024 $4.82M $4.6M ▼ -4.6%
Year Plans Participants Total Assets
2022 1 211 $5M
2023 1 229 $5M
2024 1 235 $5M

Nearby Other Plans in New York

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

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Bethany Retirement Home, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.004600995 · Participants: 235Bethany Retirement Home, Inc. Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Bethany Retirement Home, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Bethany Retirement Home, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Bethany Retirement Home, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Cove Behavioral Health, Inc. Retirement Plan in FL ($5M); by covered participants it is Clark Fork Valley Hospital 403(b) Plan in MT (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Bethany Retirement Home, Inc. Tax Deferred Annuity Plan assets move in 2024? ▼
Bethany Retirement Home, Inc. Tax Deferred Annuity Plan edged up modestly - up 2.1% during 2024, from $5M to $5M. Reported net income was $96K.
How have Bethany Retirement Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bethany Retirement Home, Inc.'s sponsor-wide assets declined 4.5%, from $5M to $5M.
Which Other plans are similar in size to Bethany Retirement Home, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Cove Behavioral Health, Inc. Retirement Plan in FL ($5M, 224 participants).
Which Other plans cover a similar participant headcount to Bethany Retirement Home, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Clark Fork Valley Hospital 403(b) Plan in MT (235 participants, $14M 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 160988865.

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.