Other · DOL Form 5500 · 2024

Beacon Health System, Inc. Retirement Plan

Data updated 2026-07-24

$695M
Total assets: 7,707
Participants: 98th
Percentile by assets: $90,168
Avg per participant

Official DOL plan name: Beacon Retirement Savings 403(b) Plan · Sponsored by Beacon Health System, Inc. · Indiana · Healthcare & Social Assistance

$695M in assets, 7,707 participants

Beacon Health System, Inc.'s Beacon Retirement Savings 403(b) Plan reported $695M in total assets and 7,707 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 116,472 plans)

Coverage in Indiana

Beacon Retirement Savings 403(b) Plan covers 7,707 participants in Indiana, 14x the typical Indiana plan (state average ~555 per filing). Assets: $695M.

$695M
total plan assets (2024 EOY): 7,707
covered participants: 98th
percentile by assets (of 116,472 plans): $90,168
avg assets per participant

Beacon Retirement Savings 403(b) Plan end-of-year assets rose from $603M in the plan year 2023 filing to $695M in the plan year 2024 filing.
Beacon Retirement Savings 403(b) Plan reported participants rose from 7,172 in the plan year 2023 filing to 7,707 in the plan year 2024 filing.
Beacon Retirement Savings 403(b) Plan reported net income fell from $97M in the plan year 2023 filing to $92M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Indiana

Industry

Healthcare & Social Assistance

Participants vs Indiana filers

In Indiana, the average filing covers about 555 participants across 2,178 plans. Beacon Retirement Savings 403(b) Plan reports 7,707 participants - 14x that state average ($695M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)	$603M
Net Assets (End of Year)	$695M
Net Income	$92M
Employer EIN	453864076
Plan Effective Date	1999-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Beacon Health System, Inc.)

Total plan assets by year, all Beacon Health System, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	8,924	$538M
2023	2	8,809	$657M
2024	2	9,230	$754M

Nearby Other Plans in Indiana

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

Beacon Retirement Savings 403(b) Plan vs. nearby Other plans in Indiana, assets vs. participants

Parkview Health System, Inc. 403(b) Plan $928M · 16,191
Ici Multiple Employer Plan $481M · 2,722
Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
Butler University Retirement Plan $373M · 3,285
Depauw University Retirement Plan $252M · 700

Compare Beacon Retirement Savings 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Beacon Retirement Savings 403(b) Plan by total assets, not by location.

Bhs Partnership 403b Pension Plan (MA) $694M · 4,203
Seton Hall University Retirement Plan (NJ) $691M · 1,249
Williams College Retirement Income Plan (MA) $701M · 1,475
Wesleyan University Retirement Plan (CT) $688M · 1,714

Frequently Asked Questions

How did Beacon Retirement Savings 403(b) Plan assets move in 2024? ▼

Beacon Retirement Savings 403(b) Plan grew sharply - up 15.3% during 2024, from $603M to $695M. Reported net income was $92M.

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 403(b) Plan rank by assets among Form 5500 filers? ▼

Beacon Retirement Savings 403(b) Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Beacon Retirement Savings 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Bhs Partnership 403b Pension Plan in MA ($694M, 4,203 participants).

Next read for Beacon Retirement Savings 403(b) Plan

Filing takeaways

Ways to act on Beacon Retirement Savings 403(b) Plan's numbers.

By total assets, Beacon Retirement Savings 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other 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

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.