Defined Benefit (Pension) · DOL Form 5500 · 2024

Bethesda Hospital, Inc. Pension Plan

Data updated 2026-08-25

$167M
Total assets Near avg plan size
280
Participants Below avg headcount
93rd
Percentile by assets National rank
$596,341
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bethesda Retirement Plan · Sponsored by Bethesda Hospital, Inc. · Florida · Healthcare & Social Assistance

$167M in assets, 280 participants

Bethesda Hospital, Inc.'s Bethesda Retirement Plan reported $167M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,943 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Bethesda Retirement Plan covers 280 participants in Florida, about 45% of the average Florida filer (state average ~628 per filing). Assets: $167M.

#15,943
in Healthcare & Social Assistance (16,916 peers)
-2.7%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bethesda Retirement Plan's outsized position by total assets

Bethesda Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$166,975,528 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bethesda 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. Bethesda Retirement Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bethesda Retirement Plan reported net income fell from $16M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Bethesda Retirement Plan reported participants fell from 305 in the plan year 2023 filing to 280 in the plan year 2024 filing.
  • Bethesda Retirement Plan end-of-year assets fell from $172M in the plan year 2023 filing to $167M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 592447554 · Bethesda Hospital, Inc. PY 2024 · Defined Benefit (Pension)

Bethesda Retirement Plan · $167M · 280 · 93rd

  • VS-ST $167M
  • VS-ST 280
  • VS-ST 93rd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Monongalia Health System, Inc. Retirement Plan
  • VS-ST ind #15943

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 Florida →

Bethesda Retirement Plan in the asset neighbourhood

Edgewell Personal Care Company Defined Benefit PlanEdgewell Personal Care Compa…$167MMonongalia Health System, Inc. Retirement PlanMonongalia Health System, In…$167MBethesda Retirement Plan$167MRetirement Plan of Cayuga Medical Center at IthacaRetirement Plan of Cayuga Me…$167MThe Retirement Plan of Ridgewood Savings BankThe Retirement Plan of Ridge…$167M
End-of-year total assets ($M) among Bethesda Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$172M
Net Assets (End of Year)$167M
Net Income-$5M
Employer EIN592447554
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bethesda Hospital, Inc.)

Sponsor-wide plan assets over time

All Bethesda Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$167M 7.065218994311991% vs 2022
2024 filing year
$150M$155M$160M$165M$170M$175M 202220232024 $156M $167M ▲ +7.1%
Year Plans Participants Total Assets
2022 2 771 $156M
2023 1 305 $172M
2024 1 280 $167M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bethesda Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Bethesda Retirement Plan, Total assets ($B): 0.166975528 · Participants: 280Bethesda Retirement PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Bethesda Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

Bethesda Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Monongalia Health System, Inc. Retirement Plan in WV ($167M); by covered participants it is Plumbers & Pipefitters Local 152 Pension Tr Fund in WV (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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.

Frequently Asked Questions

How did Bethesda Retirement Plan assets move in 2024?
Bethesda Retirement Plan edged down modestly - down 2.7% during 2024, from $172M to $167M. Reported net income was -$5M.
How have Bethesda Hospital, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bethesda Hospital, Inc.'s sponsor-wide assets grew 7.1%, from $156M to $167M.
Where does Bethesda Retirement Plan rank by assets among Form 5500 filers?
Bethesda Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bethesda Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Monongalia Health System, Inc. Retirement Plan in WV ($167M, 199 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bethesda Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers & Pipefitters Local 152 Pension Tr Fund in WV (280 participants, $74M in assets).