401(k) · DOL Form 5500 · 2024

BETHESDA 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 351
Participants Below avg headcount: 58th
Percentile by assets National rank: $31,448
Avg per participant Low balance/head

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Official DOL plan name: Bethesda 401(k) Plan · Sponsored by BETHESDA · Minnesota · Healthcare & Social Assistance

$11M in assets, 351 participants

BETHESDA's Bethesda 401(k) Plan reported $11M in total assets and 351 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

#10,698 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Bethesda 401(k) Plan covers 351 participants in Minnesota, about 31% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.

#10,698
in Healthcare & Social Assistance (16,916 peers): +17.0%
assets growth YoY

Bethesda 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bethesda 401(k) Plan vs every filed plan by assets

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

$11,038,394 Top 42% higher than 58% 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

Bethesda 401(k) 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. Bethesda 401(k) Plan sits mid-pack in the medium band (351 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Bethesda 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Bethesda 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Bethesda 401(k) Plan reported participants rose from 329 in the plan year 2023 filing to 351 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 410693843 · BETHESDA PY 2024 · 401(k)

Bethesda 401(k) Plan · $11M · 351 · 58th

NET $11M
NET 351
NET 58th
NET 401(k)
NET near Production Design Services, Inc. 401(k) Savings Plan
NET ind #10698

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 Minnesota →

End-of-year total assets ($M) among Bethesda 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	410693843
Plan Effective Date	1998-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (BETHESDA)

Latest sponsor-wide plan assets: $11M 31.17910811372887% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	327	$8M
2023	1	329	$9M
2024	1	351	$11M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bethesda 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Wells Fargo & Company 401(k) Plan $57.9B · 179,076
Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
Target Corporation 401(k) Plan $14.4B · 409,649
Medtronic Savings and Investment Plan $13.7B · 38,480
U.S. Bank 401(k) Savings Plan $11.4B · 73,109

Compare Bethesda 401(k) Plan side-by-side with 3 peers →

Bethesda 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Production Design Services, Inc. 401(k) Savings Plan in OH ($11M); by covered participants it is Fam LLC 401(k) Profit Sharing Plan and Trust in CA (351 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Production Design Services, Inc. 401(k) Savings Plan (OH) $11M · 78
Arts & Letters Creative Co. , LLC 401(k) Plan (VA) $11M · 138
Central Georgia Heart Center, PC Profit Sharing Plan (GA) $11M · 141
Sierra Nevada Construction, Inc. 401(k) Profit Sharing Plan and Trust (NV) $11M · 67

Similar participant headcount

Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.

Fam LLC 401(k) Profit Sharing Plan and Trust (CA) 351 · 0 off
Refined Technologies 401(k) Plan (TX) 351 · 0 off
Thanexus, Inc. Retirement Plan (NJ) 351 · 0 off
Tm Holdings, Inc. 401(k) Profit Sharing Plan and Trust (KS) 351 · 0 off

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 Bethesda 401(k) Plan assets move in 2024? ▼

Bethesda 401(k) Plan grew sharply - up 17.0% during 2024, from $9M to $11M. Reported net income was $2M.

How have BETHESDA plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), BETHESDA's sponsor-wide assets grew 31.2%, from $8M to $11M.

Which 401(k) plans are similar in size to Bethesda 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Production Design Services, Inc. 401(k) Savings Plan in OH ($11M, 78 participants).

Which 401(k) plans cover a similar participant headcount to Bethesda 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Fam LLC 401(k) Profit Sharing Plan and Trust in CA (351 participants, $13M 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 410693843.