Plan Ledger DOL Form 5500 · updated monthly

Beta Bionics, Inc.401(k)

BETA BIONICS 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Beta Bionics, Inc. reported $11,802 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,809 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.095%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,305th-largest of 9,483 plans among California employers on file, and the 4,381st of 11,911 in health care & social assistance. In 2024, employees put in $1.43 for every $1.00 the employer contributed; active participation has grown from 92 to 294 since 2022.

Plan summary
Net assets, end of year$15,533,099
Participants with balances341
Active participants294
Employer contributions$2,001,747
Employee contributions$2,870,199
Employer contribution per active participant$6,809
Average account balance$45,552
Benefits paid to participants$1,080,472
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 341 accts · $2.0M emplr
2023$9.3M · 200 accts · $981K emplr
2022$6.1M · 180 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,860
Investment management$9,942
Total administrative$11,802
The Beta Bionics, Inc. 401(k) match · 2024
Employer contribution per active participant$6,809
Median for plans this size$2,416
2024$6,809 per active participant
2023$5,738 per active participant
2022$12,282 per active participant

Beta Bionics, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
GUIDELINE, INC. · Recordkeeping · Consulting$10,616
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Guideline
2023Guideline

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$11,802 · 0.10%
2023$7,550 · 0.10%
2022$5,769 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · California
Careonsite Management, Inc. CA$15.9M · 0.54%
Self Help for the Elderly CA$15.9M · 0.01%
Wayfinder Family Services CA$15.7M · 0.65%
Visby Medical, Inc. CA$15.3M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475386878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.