Other · DOL Form 5500 · 2024
Bethany St. Joseph Corporation Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 535
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $36,282
- Avg per participant Low balance/head
Official DOL plan name: Bethany St. Joseph Corporation Retirement Plan · Sponsored by Bethany St. Joseph Corporation · Wisconsin · Healthcare & Social Assistance
$19M in assets, 535 participants
Bethany St. Joseph Corporation's Bethany St. Joseph Corporation Retirement Plan reported $19M in total assets and 535 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #12,568 in Healthcare & Social Assistance (16,916 peers)
Bethany St. Joseph Corporation multi-year trail
Bethany St. Joseph Corporation's plans moved +23.2% in assets from 2022 to 2024; this filing shows Bethany St. Joseph Corporation Retirement Plan at $19M / 535 participants.
- #12,568
- in Healthcare & Social Assistance (16,916 peers)
- +7.9%
- assets growth YoY
Bethany St. Joseph Corporation Retirement Plan's outsized position by total assets
Bethany St. Joseph Corporation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,411,059 Top 30% higher than 70% 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
Bethany St. Joseph Corporation Retirement 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. Bethany St. Joseph Corporation Retirement Plan sits mid-pack in the medium band (535 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bethany St. Joseph Corporation Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Bethany St. Joseph Corporation Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Bethany St. Joseph Corporation Retirement Plan reported participants rose from 499 in the plan year 2023 filing to 535 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 510201995 · Bethany St. Joseph Corporation PY 2024 · Other
Bethany St. Joseph Corporation Retirement Plan · $19M · 535 · 70th
- EOY $19M
- 5500 535
- ASSETS 70th
- PCT Other
- EIN near 403(b) Thrift Plan of Kanawha Hospice Care, Inc.
- RANK ind #12568
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 Wisconsin →
Bethany St. Joseph Corporation Retirement Plan in the asset neighbourhood
Bethany St. Joseph Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Bethany St. Joseph Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 23.204783359921517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 522 | $16M |
| 2023 | 1 | 499 | $18M |
| 2024 | 1 | 535 | $19M |
Bethany St. Joseph Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $1M |
| Employer EIN | 510201995 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Bethany St. Joseph Corporation Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is 403(b) Thrift Plan of Kanawha Hospice Care, Inc. in WV ($19M); by covered participants it is Bracewell LLP 401(k) Plan a in TX (535 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (535 participants); asset peers above are excluded.
- Bracewell LLP 401(k) Plan a (TX) 535 · 0 off
- Dameron Hospital Association 403(b) Retirement Plan (CA) 535 · 0 off
- Oup USA Tax Deferred Annuity Plan (NY) 535 · 0 off
- San Antonio Zoological Society Employees' Savings Plan (TX) 535 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.