Other · DOL Form 5500 · 2024
Bethesda Health Group, Inc. Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 1,112
- Participants Near avg headcount
- 75th
- Percentile by assets National rank
- $23,226
- Avg per participant Low balance/head
Official DOL plan name: Bethesda Health Group, Inc. Retirement Savings 403(b) Plan · Sponsored by Bethesda Health Group, Inc. · Missouri · Healthcare & Social Assistance
$26M in assets, 1,112 participants
Bethesda Health Group, Inc.'s Bethesda Health Group, Inc. Retirement Savings 403(b) Plan reported $26M in total assets and 1,112 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,305 in Healthcare & Social Assistance (16,916 peers)
Where Bethesda Health Group, Inc. Retirement Savings 403(b) Plan sits by assets
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan sits in the top quartile of all filed plans by assets, $26M for 1,112 participants (~$23,226/participant), up 11.0% in 2024.
- #13,305
- in Healthcare & Social Assistance (16,916 peers)
- +11.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan's outsized position by total assets
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,827,398 Top 25% higher than 75% 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 Health Group, Inc. 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. Bethesda Health Group, Inc. Retirement Savings 403(b) Plan lands in the large band (1,112 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bethesda Health Group, Inc. Retirement Savings 403(b) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Bethesda Health Group, Inc. Retirement Savings 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Bethesda Health Group, Inc. Retirement Savings 403(b) Plan reported participants rose from 1,065 in the plan year 2023 filing to 1,112 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 430666738 · Bethesda Health Group, Inc. PY 2024 · Other
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan · $26M · 1,112 · 75th
- EBSA $26M
- PART 1,112
- TYPE 75th
- NET Other
- BOOK near Pacific Ridge School 403(b) DC Plan
- VS-ST ind #13305
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 Missouri →
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 430666738 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bethesda Health Group, Inc.)
Sponsor-wide plan assets over time
All Bethesda Health Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 32.45679944413904% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,268 | $38M |
| 2023 | 2 | 1,113 | $26M |
| 2024 | 2 | 1,112 | $26M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $7.5B · 26,975
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $1.1B · 9,184
- Cox Savings Incentive Plan $964M · 13,001
- Saint Louis University 403(b) Annuity Plan $962M · 4,219
- University Health 403(b) Plan $297M · 4,646
Bethesda Health Group, Inc. Retirement Savings 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Pacific Ridge School 403(b) DC Plan in CA ($26M); by covered participants it is Access Community Health Network Retirement Savings Plan in IL (1,112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Pacific Ridge School 403(b) DC Plan (CA) $26M · 138
- Morselife Tax Deferred Annuity Plan (FL) $26M · 1,270
- American Association of State Colleges and Universities DC Plan (DC) $26M · 47
- The Wilderness Society 403(b) Plan (DC) $26M · 167
Similar participant headcount
Nearest other-state filings by covered participants (1,112 participants); asset peers above are excluded.
- Access Community Health Network Retirement Savings Plan (IL) 1,112 · 0 off
- Oak Ridge Associated Universities 403(b) Retirement Plan (TN) 1,114 · 2 off
- Shell Point Thrift Plan (FL) 1,116 · 4 off
- Bronxworks 403(b) Plan (NY) 1,108 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.