Plan Ledger DOL Form 5500 · updated monthly

Bethlen Home of the Hungarian Reformed Fed403(b)

BETHLEN HOME 403(B)(7) PLAN · LIGONIER, PA · plan year 2022

Reported admin expense ratio · 2022
0.62%

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

Bethlen Home of the Hungarian Reformed Fed reported $21,634 in plan administrative expenses for 2022: 0.62% of average plan assets, above the peer median. Employer contributions averaged $665 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 Pennsylvania (3,165th of 3,651), and 9,196th of 11,911 in health care & social assistance. In 2022, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,085,052
Participants with balances172
Active participants202
Employer contributions$134,291
Employee contributions$208,221
Employer contribution per active participant$665
Average account balance$17,936
Benefits paid to participants$701,400
Plan auditUnmodified (clean) audit opinion
AuditorJ. SCOTT MAZUR, CPA
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $41K emplr
2022$3.1M · 172 accts · $134K emplr
Administrative expenses, itemized · 2022
Professional / advisory$21,634
Total administrative$21,634
The Bethlen Home of the Hungarian Reformed Fed 401(k) match · 2022
Employer contribution per active participant$665
Median for plans this size$1,114

Bethlen Home of the Hungarian Reformed Fed'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 history2
2023Not separately reported
2022$21,634 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Wrc Senior Services PA$3.1M · 0.70%
A Second Chance, Inc. PA$3.1M · 1.00%
Family Support Services PA$3.1M · 0.50%
Keystonecare PA$3.1M · 1.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250981135 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.