Plan Ledger DOL Form 5500 · updated monthly

Bethany St. Joseph Corporation403(b)

BETHANY ST. JOSEPH CORPORATION RETIREMENT PLAN · LA CROSSE, WI · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Bethany St. Joseph Corporation reported $31,235 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $683 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 0.17%. 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 879th-largest of 1,936 plans among Wisconsin employers on file, and the 3,775th of 11,911 in health care & social assistance. In 2024, employees put in $4.01 for every $1.00 the employer contributed; active participation has shrunk from 517 to 251 since 2022.

Plan summary
Net assets, end of year$19,411,059
Participants with balances246
Active participants251
Employer contributions$171,509
Employee contributions$688,603
Employer contribution per active participant$683
Average account balance$78,907
Benefits paid to participants$2,384,825
Plan auditUnmodified (clean) audit opinion
AuditorHAWKIN ASH CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$19.4M · 246 accts · $172K emplr
2023$18.0M · 221 accts · $164K emplr
2022$15.8M · 223 accts · $159K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,235
Total administrative$31,235
Employer contributions to the Bethany St. Joseph Corporation plan · 2024
Employer contribution per active participant$683
Median for plans this size$2,416
2024$683 per active participant
2023$306 per active participant
2022$307 per active participant

Bethany St. Joseph Corporation's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
NEWPORT GROUP, INC. · Recordkeeping$31,235

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$31,235 · 0.17%
2023$35,344 · 0.21%
2022$28,616 · 0.16%
Same employer
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Simko Support Center LLC WI$20.3M · 0.60%
Associated Physicians, LLP WI$20.2M · 0.27%
United Community Center WI$19.6M · 0.35%
Wisconsin Vision, Inc. WI$19.2M · 0.51%
North Shore Healthcare, LLC WI$18.8M · 0.13%
Cumberland Healthcare WI$18.7M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510201995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.