401(k) · DOL Form 5500 · 2024
Beacon Health System, Inc. 401(k) Plan
Data updated 2026-08-11
- $59M
- Total assets
- 1,523
- Participants
- 86th
- Percentile by assets
- $38,599
- Avg per participant
Official DOL plan name: Beacon Retirement Savings 401(a) Plan · Sponsored by Beacon Health System, Inc. · Indiana · Healthcare & Social Assistance
$59M in assets, 1,523 participants
Beacon Health System, Inc.'s Beacon Retirement Savings 401(a) Plan reported $59M in total assets and 1,523 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 123,622 plans)
- #14,874 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
Beacon Retirement Savings 401(a) Plan covers 1,523 participants in Indiana, 2.8x the typical Indiana plan (state average ~541 per filing). Assets: $59M.
- $59M
- total plan assets (2024 EOY)
- 1,523
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $38,599
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beacon Retirement Savings 401(a) Plan end-of-year assets rose from $54M in the plan year 2023 filing to $59M in the plan year 2024 filing.
- Beacon Retirement Savings 401(a) Plan reported participants fell from 1,637 in the plan year 2023 filing to 1,523 in the plan year 2024 filing.
- Beacon Retirement Savings 401(a) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Beacon Retirement Savings 401(a) Plan reports 1,523 participants - 2.8x that state average ($59M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $4M |
| Employer EIN | 453864076 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beacon Health System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,924 | $538M |
| 2023 | 2 | 8,809 | $657M |
| 2024 | 2 | 9,230 | $754M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Beacon Retirement Savings 401(a) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Beacon Retirement Savings 401(a) Plan by total assets, not by location.
Frequently Asked Questions
How did Beacon Retirement Savings 401(a) Plan assets move in 2024? ▼
How have Beacon Health System, Inc. plan assets changed over time? ▼
Where does Beacon Retirement Savings 401(a) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Beacon Retirement Savings 401(a) Plan? ▼
Next read for Beacon Retirement Savings 401(a) Plan
Filing takeaways
Ways to act on Beacon Retirement Savings 401(a) Plan's numbers.
- By total assets, Beacon Retirement Savings 401(a) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Beacon Health System, Inc.'s sponsor-wide assets have grown 40.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans