Plan Ledger DOL Form 5500 · updated monthly

Bethesda Health Group, Inc.403(b)

BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Bethesda Health Group, Inc. reported $60,491 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $805 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 2 years on file its reported administrative ratio fell from 0.42% to 0.25%. 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 505th-largest of 1,393 plans among Missouri employers on file, and the 3,098th of 11,911 in health care & social assistance. In 2024, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,827,398
Participants with balances1,741
Active participants1,064
Employer contributions$856,103
Employee contributions$1,815,965
Employer contribution per active participant$805
Average account balance$14,835
Benefits paid to participants$2,995,822
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.8M · 1,741 accts · $856K emplr
2023$23.3M · 1,459 accts · $773K emplr
2022$20.9M · 1,216 accts · $650K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,491
Total administrative$60,491
Employer contributions to the Bethesda Health Group, Inc. plan · 2024
Employer contribution per active participant$805
Median for plans this size$2,416
2024$805 per active participant
2023$695 per active participant
2022$610 per active participant

Bethesda Health Group, Inc.'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
VALIC RETIREMENT SERVICES COMPANY · Custodial (securities) · Investment management$43,587

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

Administrative cost history3
2024$60,491 · 0.25%
2023$77,608 · 0.35%
2022$94,193 · 0.42%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Rediscover MO$27.6M · 0.57%
Peak Sport & Spine MO$27.1M · 0.40%
Sound Health Mso LLC MO$27.0M · 0.07%
Fv Services, Inc MO$22.3M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430666738 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.