Other · DOL Form 5500 · 2024

Beechwood Health Care Center, Inc Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
553
Participants Below avg headcount
68th
Percentile by assets National rank
$31,621
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beechwood Tax Sheltered Annuity Retirement Plan · Sponsored by Beechwood Health Care Center, Inc · New York · Healthcare & Social Assistance

$17M in assets, 553 participants

Beechwood Health Care Center, Inc's Beechwood Tax Sheltered Annuity Retirement Plan reported $17M in total assets and 553 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,258 in Healthcare & Social Assistance (16,916 peers)

Beechwood Health Care Center, Inc multi-year trail

Beechwood Health Care Center, Inc's plans moved +14.3% in assets from 2022 to 2024; this filing shows Beechwood Tax Sheltered Annuity Retirement Plan at $17M / 553 participants.

#12,258
in Healthcare & Social Assistance (16,916 peers)
+5.1%
assets growth YoY

Beechwood Tax Sheltered Annuity Retirement Plan's outsized position by total assets

Beechwood Tax Sheltered Annuity Retirement Plan vs every filed plan by assets

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

$17,486,421 Top 32% higher than 68% 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

Beechwood Tax Sheltered Annuity 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. Beechwood Tax Sheltered Annuity Retirement Plan sits mid-pack in the medium band (553 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beechwood Tax Sheltered Annuity Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $846K in the plan year 2024 filing.
  • Beechwood Tax Sheltered Annuity Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Beechwood Tax Sheltered Annuity Retirement Plan reported participants fell from 572 in the plan year 2023 filing to 553 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 203368932 · Beechwood Health Care Center, Inc PY 2024 · Other

Beechwood Tax Sheltered Annuity Retirement Plan · $17M · 553 · 68th

  • EIN $17M
  • EIN 553
  • EIN 68th
  • EIN Other
  • EIN near Christian Care Management, Inc. 403(b) Plan
  • EIN ind #12258

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 →

Beechwood Tax Sheltered Annuity Retirement Plan in the asset neighbourhood

Cornerstone Montgomery, Inc. 403(b) Retirement PlanCornerstone Montgomery, Inc.…$17MAaci 403(b) Retirement Plan$17MBeechwood Tax Sheltered Annuity Retirement PlanBeechwood Tax Sheltered Annu…$17MChristian Care Management, Inc. 403(b) PlanChristian Care Management, I…$17MChurchill Center and School for Learning Disabilities 403(b) PlanChurchill Center and School …$17M
End-of-year total assets ($M) among Beechwood Tax Sheltered Annuity Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Beechwood Health Care Center, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Beechwood Health Care Center, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$17M 14.320452663051292% vs 2022
2024 filing year
$15M$16M$17M$18M 202220232024 $15.3M $17.5M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 555 $15M
2023 1 572 $17M
2024 1 553 $17M

Beechwood Health Care Center, Inc filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$846K
Employer EIN203368932
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Beechwood Tax Sheltered Annuity Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Beechwood Tax Sheltered Annuity Retirement Plan, Total assets ($B): 0.017486421 · Participants: 553Beechwood Tax Sheltered Annuity Retirement 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
Beechwood Tax Sheltered Annuity Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Beechwood Tax Sheltered Annuity Retirement Plan side-by-side with 3 peers →

Beechwood Tax Sheltered Annuity Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Christian Care Management, Inc. 403(b) Plan in AZ ($17M); by covered participants it is Simpson Senior Services, Inc. 403(b)(7) Retirement Plan in PA (553 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (553 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 Beechwood Tax Sheltered Annuity Retirement Plan assets move in 2024? ▼
Beechwood Tax Sheltered Annuity Retirement Plan grew at a solid clip - up 5.1% during 2024, from $17M to $17M. Reported net income was $846K.
How have Beechwood Health Care Center, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beechwood Health Care Center, Inc's sponsor-wide assets grew 14.3%, from $15M to $17M.
Which Other plans are similar in size to Beechwood Tax Sheltered Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Christian Care Management, Inc. 403(b) Plan in AZ ($17M, 753 participants).
Which Other plans cover a similar participant headcount to Beechwood Tax Sheltered Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Simpson Senior Services, Inc. 403(b)(7) Retirement Plan in PA (553 participants, $11M 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 203368932.

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.