Other · DOL Form 5500 · 2024
Beacon Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $695M
- Total assets Above avg plan size
- 7,707
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $90,168
- Avg per participant Below avg balance/head
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.
- #16,553 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
Beacon Retirement Savings 403(b) Plan covers 7,707 participants in Indiana, 14x the typical Indiana plan (state average ~541 per filing). Assets: $695M.
- #16,553
- in Healthcare & Social Assistance (16,916 peers)
- +15.3%
- assets growth YoY
- 7.0×
- vs typical plan assets (national mean)
Beacon Retirement Savings 403(b) Plan's outsized position by total assets
Beacon Retirement Savings 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$694,923,452 Top 2% higher than 98% of 123,620 filed plans
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 403(b) 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 403(b) Plan lands in the large band (7,707 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 453864076 · Beacon Health System, Inc. PY 2024 · Other
Beacon Retirement Savings 403(b) Plan · $695M · 7,707 · 98th
- VS-ST $695M
- BOY 7,707
- SCH 98th
- EBSA Other
- PART near Bhs Partnership 403b Pension Plan
- TYPE ind #16553
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 403(b) Plan in the asset neighbourhood
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.)
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
| 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.
- 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
Scale composition for Beacon Retirement Savings 403(b) Plan
Beacon Retirement Savings 403(b) Plan reports $695M in end-of-year assets across 7,707 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $90,168 per participant (65% of the national average assets-per-participant) . Net income for plan year 2024 was $92M.
This plan identity (EIN 453864076, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $489M to $695M (+42.2%) while covered participants moved from 7,114 to 7,707 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,114 | $489M | Open filing |
| 2023 | 7,172 | $603M | Open filing |
| 2024 · index core | 7,707 | $695M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Beacon Retirement Savings 401(a) Plan (401(k), $59M, 1,523 participants)
Beacon Retirement Savings 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Bhs Partnership 403b Pension Plan in MA ($694M); by covered participants it is Tulane University Tax Deferral 403(b) Retirement Plan in LA (7,673 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($695M here).
- Bhs Partnership 403b Pension Plan (MA) $694M · 4,203
- Seton Hall University Retirement Plan (NJ) $691M · 1,249
- The Members Retirement Plan (IL) $699M · 3,501
- Williams College Retirement Income Plan (MA) $701M · 1,475
Similar participant headcount
Nearest other-state filings by covered participants (7,707 participants); asset peers above are excluded.
- Tulane University Tax Deferral 403(b) Retirement Plan (LA) 7,673 · 34 off
- Operating Engineers Local 428 Annuity Trust Fund (AZ) 7,789 · 82 off
- Presbyterian Homes and Services Tax Deferred Annuity Plan (MN) 7,805 · 98 off
- Guthrie 403(b) Retirement Savings Plan (PA) 7,589 · 118 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.