Other · DOL Form 5500 · 2024
William Beaumont Hospital Retirement Plan
Data updated 2026-08-25
- $3.0B
- Total assets Very large vs avg
- 34,160
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $86,827
- Avg per participant Below avg balance/head
Official DOL plan name: Beaumont Health 403(b) Retirement Savings Plan · Sponsored by William Beaumont Hospital · Michigan · Healthcare & Social Assistance
$3.0B in assets, 34,160 participants
William Beaumont Hospital's Beaumont Health 403(b) Retirement Savings Plan reported $3.0B in total assets and 34,160 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #16,849 in Healthcare & Social Assistance (16,916 peers)
Coverage in Michigan
Beaumont Health 403(b) Retirement Savings Plan covers 34,160 participants in Michigan, 54x the typical Michigan plan (state average ~638 per filing). Assets: $3.0B.
- #16,849
- in Healthcare & Social Assistance (16,916 peers)
- +12.8%
- assets growth YoY
- 30×
- vs typical plan assets (national mean)
Beaumont Health 403(b) Retirement Savings Plan's outsized position by total assets
Beaumont Health 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,966,016,065 Top 1% higher than 99% 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
Beaumont Health 403(b) Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beaumont Health 403(b) Retirement Savings Plan is a mega filing (34,160 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Beaumont Health 403(b) Retirement Savings Plan reported net income fell from $393M in the plan year 2023 filing to $337M in the plan year 2024 filing.
- Beaumont Health 403(b) Retirement Savings Plan end-of-year assets rose from $2.6B in the plan year 2023 filing to $3.0B in the plan year 2024 filing.
- Beaumont Health 403(b) Retirement Savings Plan reported participants rose from 33,717 in the plan year 2023 filing to 34,160 in the plan year 2024 filing.
DOL schedule card
Filing strip 381459362 · William Beaumont Hospital PY 2024 · Other
Beaumont Health 403(b) Retirement Savings Plan · $3.0B · 34,160 · 99th
- BOY $3.0B
- SCH 34,160
- EBSA 99th
- PART Other
- TYPE near Boston University Retirement Plan
- NET ind #16849
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 Michigan →
Beaumont Health 403(b) Retirement Savings Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $2.6B |
|---|---|
| Net Assets (End of Year) | $3.0B |
| Net Income | $337M |
| Employer EIN | 381459362 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Beaumont Hospital)
Sponsor-wide plan assets over time
All William Beaumont Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.4B 27.224504817971855% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 42,362 | $3.4B |
| 2023 | 2 | 41,569 | $4.0B |
| 2024 | 2 | 41,313 | $4.4B |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC UAW Savings Plan $5.2B · 44,591
- Fca US LLC Salaried Employees' Savings Plan $5.1B · 15,683
- Spectrum Health System 403(b) Plan $3.2B · 32,821
- Henry Ford Health System Heritage 403(b) Plan $1.4B · 14,465
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan $1.2B · 8,795
Scale composition for Beaumont Health 403(b) Retirement Savings Plan
Beaumont Health 403(b) Retirement Savings Plan reports $3.0B in end-of-year assets across 34,160 participants (0.024% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.036% of 93,925,755 covered participants) - about $86,827 per participant (63% of the national average assets-per-participant) . Net income for plan year 2024 was $337M.
This plan identity (EIN 381459362, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $3.0B (+32.7%) while covered participants moved from 33,585 to 34,160 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 33,585 | $2.2B | Open filing |
| 2023 | 33,717 | $2.6B | Open filing |
| 2024 · index core | 34,160 | $3.0B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- William Beaumont Hospital Employees' Retirement Plan (Defined Benefit (Pension), $1.4B, 7,153 participants)
Beaumont Health 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Boston University Retirement Plan in MA ($3.0B); by covered participants it is Beth Israel Lahey 403(b) Retirement Savings Plan in MA (33,591 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.0B here).
- Boston University Retirement Plan (MA) $3.0B · 8,173
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B (MD) $3.0B · 9,501
- The Tax Sheltered Annuity Plan of the Methodist Hospital (TX) $3.0B · 32,299
- Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca (NY) $3.0B · 14,648
Similar participant headcount
Nearest other-state filings by covered participants (34,160 participants); asset peers above are excluded.
- Beth Israel Lahey 403(b) Retirement Savings Plan (MA) 33,591 · 569 off
- Memorial Hermann Health System Employees' Retirement Savings Plan (TX) 33,543 · 617 off
- Nyu Langone Health 403(b) Plan (NY) 32,992 · 1,168 off
- Medstar Health, Inc. Retirement Savings Plan (MD) 32,983 · 1,177 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.