401(k) · DOL Form 5500 · 2024

Beacon Health System, Inc. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
1,523
Participants Near avg headcount
86th
Percentile by assets National rank
$38,599
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#14,874
in Healthcare & Social Assistance (16,916 peers)
+8.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Beacon Retirement Savings 401(a) Plan's outsized position by total assets

Beacon Retirement Savings 401(a) Plan vs every filed plan by assets

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

$58,785,962 Top 14% higher than 86% 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

Beacon Retirement Savings 401(a) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beacon Retirement Savings 401(a) Plan lands in the large band (1,523 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 453864076 · Beacon Health System, Inc. PY 2024 · 401(k)

Beacon Retirement Savings 401(a) Plan · $59M · 1,523 · 86th

  • TYPE $59M
  • NET 1,523
  • BOOK 86th
  • VS-ST 401(k)
  • BOY near Ai-Cares Retirement Savings Plan
  • SCH ind #14874

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 Indiana →

Beacon Retirement Savings 401(a) Plan in the asset neighbourhood

Ai-Cares Retirement Savings PlanAi-Cares Retirement Savings …$59MBeacon Retirement Savings 401(a) PlanBeacon Retirement Savings 40…$59MPreferred Bank 401(k) Profit Sharing PlanPreferred Bank 401(k) Profit…$59MAse (U.S.) Inc. 401(k) Retirement PlanAse (U.S.) Inc. 401(k) Retir…$59MBeatrice Community Hospital and Health Center, Inc. Employees Savings TrustBeatrice Community Hospital …$59M
End-of-year total assets ($M) among Beacon Retirement Savings 401(a) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$59M
Net Income$4M
Employer EIN453864076
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beacon Health System, Inc.)

Sponsor-wide plan assets over time

All Beacon Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$754M 39.986175214534214% vs 2022
2024 filing year
$500M$600M$700M$800M 202220232024 $538M $754M ▲ +40.0%
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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Beacon Retirement Savings 401(a) Plan, Total assets ($B): 0.058785962 · Participants: 1523Beacon Retirement Savings 401(a) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Beacon Retirement Savings 401(a) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Beacon Retirement Savings 401(a) Plan side-by-side with 3 peers →

Beacon Retirement Savings 401(a) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Ai-Cares Retirement Savings Plan in MI ($59M); by covered participants it is The Pay-O-Matic Corp. 401(k) Retirement Plan in NY (1,523 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,523 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 Beacon Retirement Savings 401(a) Plan assets move in 2024? ▼
Beacon Retirement Savings 401(a) Plan grew at a solid clip - up 8.2% during 2024, from $54M to $59M. Reported net income was $4M.
How have Beacon Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Health System, Inc.'s sponsor-wide assets grew 40.0%, from $538M to $754M.
Where does Beacon Retirement Savings 401(a) Plan rank by assets among Form 5500 filers? ▼
Beacon Retirement Savings 401(a) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Beacon Retirement Savings 401(a) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ai-Cares Retirement Savings Plan in MI ($59M, 1,886 participants).
Which 401(k) plans cover a similar participant headcount to Beacon Retirement Savings 401(a) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Pay-O-Matic Corp. 401(k) Retirement Plan in NY (1,523 participants, $12M 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 453864076.

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.