Other · DOL Form 5500 · 2024
Osf Healthcare System Retirement Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 905
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $117,471
- Avg per participant Below avg balance/head
Official DOL plan name: Katherine Shaw Bethea Hospital Retirement Savings Plan · Sponsored by Osf Healthcare System · Illinois · Healthcare & Social Assistance
$106M in assets, 905 participants
Osf Healthcare System's Katherine Shaw Bethea Hospital Retirement Savings Plan reported $106M in total assets and 905 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,549 in Healthcare & Social Assistance (16,916 peers)
Where Katherine Shaw Bethea Hospital Retirement Savings Plan sits by assets
Katherine Shaw Bethea Hospital Retirement Savings Plan sits in the top 10% of all filed plans by assets, $106M for 905 participants (~$117,471/participant), up 3.8% in 2024.
- #15,549
- in Healthcare & Social Assistance (16,916 peers)
- +3.8%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Katherine Shaw Bethea Hospital Retirement Savings Plan's outsized position by total assets
Katherine Shaw Bethea Hospital Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$106,311,646 Top 9% higher than 91% 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
Katherine Shaw Bethea Hospital Retirement Savings 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. Katherine Shaw Bethea Hospital Retirement Savings Plan sits mid-pack in the medium band (905 participants).
Plan-year Form 5500 strip
Filing strip 370813229 · Osf Healthcare System PY 2024 · Other
Katherine Shaw Bethea Hospital Retirement Savings Plan · $106M · 905 · 91st
- PHOTO $106M
- IND 905
- EOY 91st
- 5500 Other
- ASSETS near Acmc System Savings Investment Plan
- PCT ind #15549
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 Illinois →
Katherine Shaw Bethea Hospital Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | $4M |
| Employer EIN | 370813229 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Osf Healthcare System)
Sponsor-wide plan assets over time
All Osf Healthcare System plans reported in each filing year
- Latest sponsor-wide plan assets
- $106M 4657.35859931498% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $2M |
| 2023 | 1 | 43 | $2M |
| 2024 | 2 | 936 | $106M |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Katherine Shaw Bethea Hospital Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Acmc System Savings Investment Plan in OH ($106M); by covered participants it is Hattie Larlham 403(b) Retirement Savings Plan in OH (905 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Acmc System Savings Investment Plan (OH) $106M · 1,293
- Georgetown Day School, Inc. 403(b) Retirement Plan (DC) $106M · 378
- East Tennessee Children's Hospital 403(b) Retirement Program (TN) $107M · 2,101
- Southwestern Law School DC Retirement Plan (CA) $106M · 194
Similar participant headcount
Nearest other-state filings by covered participants (905 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.