Plan Ledger DOL Form 5500 · updated monthly

Bethel University403(b)

BETHEL UNIVERSITY 403(B) DC PLAN · MCKENZIE, TN · plan year 2022

Plan assets · 2022
$12.9M

Bethel University's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $12,943,162 across 297 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other educational services employers. By assets it is the 743rd-largest of 1,496 plans among Tennessee employers on file, and 1,913th of 3,091 in educational services.

Plan summary
Net assets, end of year$12,943,162
Participants with balances297
Active participants—
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$43,580
Benefits paid to participants$1,049,450
Plan auditUnmodified (clean) audit opinion
AuditorCROSSLIN PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$12.4M · 261 accts · $1K emplr
2023$12.6M · 280 accts
2022$12.9M · 297 accts
Recordkeeper by year2
2024Ascensus
2023Ascensus

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Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
BETHEL UNIVERSITY 403(B) DC PLAN403(b)
BETHEL UNIVERSITY 401(K) PLAN401(k)
Similar plansEducational Services · Tennessee
Tennessee Wesleyan College TN$14.8M · 0.10%
Presbyterian Day School TN$14.0M · 0.32%
Currey Ingram Academy TN$13.8M · 0.32%
Brentwood Academy TN$12.9M · 0.01%
Second Harvest Food Bank TN$10.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620548913 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.