Plan Ledger DOL Form 5500 · updated monthly

Bethshan Association403(b)

BETHSHAN ASSOCIATION 403(B) RETIREMENT PLAN · PALOS HEIGHTS, IL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Bethshan Association reported $1,150 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,157 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 1 year on file its reported administrative ratio fell from 0.02% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,497th of 3,702), and 6,110th of 11,911 in health care & social assistance. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,841,363
Participants with balances130
Active participants84
Employer contributions$181,170
Employee contributions$234,019
Employer contribution per active participant$2,157
Average account balance$68,010
Benefits paid to participants$264,561
Plan auditUnmodified (clean) audit opinion
AuditorCAPIN CROUSE LLC
Plan history2
Yearassets · accounts · employer contribution
2024$8.8M · 130 accts · $181K emplr
2023$7.9M · 121 accts · $157K emplr
Employer contributions to the Bethshan Association plan · 2024
Employer contribution per active participant$2,157
Median for plans this size$1,313
2024$2,157 per active participant
2023$2,065 per active participant

Bethshan Association's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TIAA - TEACHERS INSURANCE AND ANNUI · Plan administrator · Recordkeeping$1,150

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history2
2024$1,150 · 0.01%
2023$1,300 · 0.02%
All plans at this employer2
BETHSHAN ASSOCIATION 403(B) RETIREMENT PLAN403(b)
BETHSHAN ASSOCIATION TAX-DEFERRED ANNUITY PLAN403(b)
Similar plansHealth Care & Social Assistance · Illinois
Geode Health IL$8.7M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363038592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.