Plan Ledger DOL Form 5500 · updated monthly

Bethany Home401(k)

BETHANY HOME 401(K) PLAN · DUBUQUE, IA · plan year 2022

Reported admin expense ratio · 2022
0.81%

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

Bethany Home reported $19,892 in plan administrative expenses for 2022: 0.81% of average plan assets, higher than ~75% of peers. Employer contributions averaged $555 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Iowa (794th of 878), and 9,872nd of 11,911 in health care & social assistance. In 2022, employees put in $2.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,203,166
Participants with balances93
Active participants111
Employer contributions$61,599
Employee contributions$182,729
Employer contribution per active participant$555
Average account balance$23,690
Benefits paid to participants$286,008
Plan auditUnmodified (clean) audit opinion
AuditorO'CONNOR + BROOKS
The Bethany Home 401(k) match · 2022
Employer contribution per active participant$555
Median for plans this size$1,114

Bethany Home's 2022 employer contribution ran below the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$19,892 · 0.81%
Similar plansHealth Care & Social Assistance · Iowa
Talk to Me Technologies IA$2.2M · 0.97%
Children's Square U.S.A. IA$2.1M · 0.52%
Luther Care Services IA$2.1M · 1.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 420698260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.