Other · DOL Form 5500 · 2024
Bethshan Association Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 76
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $116,334
- Avg per participant Below avg balance/head
Official DOL plan name: Bethshan Association 403(b) Retirement Plan · Sponsored by Bethshan Association · Illinois · Healthcare & Social Assistance
$9M in assets, 76 participants
Bethshan Association's Bethshan Association 403(b) Retirement Plan reported $9M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #9,876 in Healthcare & Social Assistance (16,916 peers)
Bethshan Association multi-year trail
Bethshan Association's plans moved +201.3% in assets from 2022 to 2024; this filing shows Bethshan Association 403(b) Retirement Plan at $9M / 76 participants.
- #9,876
- in Healthcare & Social Assistance (16,916 peers)
- +11.6%
- assets growth YoY
Bethshan Association 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bethshan Association 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,841,363 Top 47% higher than 53% 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
Bethshan Association 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bethshan Association 403(b) Retirement Plan is a small filing (76 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bethshan Association 403(b) Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Bethshan Association 403(b) Retirement Plan reported net income rose from $854K in the plan year 2023 filing to $918K in the plan year 2024 filing.
- Bethshan Association 403(b) Retirement Plan reported participants rose from 72 in the plan year 2023 filing to 76 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 363038592 · Bethshan Association PY 2024 · Other
Bethshan Association 403(b) Retirement Plan · $9M · 76 · 53rd
- SCH $9M
- EBSA 76
- PART 53rd
- TYPE Other
- NET near North Penn Comprehensive Health Services 403(b) Plan
- BOOK ind #9876
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 →
Bethshan Association 403(b) Retirement Plan in the asset neighbourhood
Bethshan Association multi-year asset trail
Sponsor-wide plan assets over time
All Bethshan Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 201.2962259945843% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $3M |
| 2023 | 2 | 152 | $8M |
| 2024 | 1 | 76 | $9M |
Bethshan Association filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $918K |
| Employer EIN | 363038592 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
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
Bethshan Association 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is North Penn Comprehensive Health Services 403(b) Plan in PA ($9M); by covered participants it is Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan in PR (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (76 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.