Plan Ledger DOL Form 5500 · updated monthly

Beyond Housing, Inc.DC plan

403(B) THRIFT PLAN OF BEYOND HOUSING, INC. · SAINT LOUIS, MO · plan year 2023

Reported admin expense ratio · 2023
0.00%

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

Beyond Housing, Inc. reported $85 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $450 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 rose from 0.01% to 0.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Missouri (1,174th of 1,393), and 2,601st of 3,341 in other services. In 2023, employees put in $3.35 for every $1.00 the employer contributed; active participation has grown from 73 to 127 since 2022.

Plan summary
Net assets, end of year$3,321,203
Participants with balances176
Active participants127
Employer contributions$57,146
Employee contributions$191,498
Employer contribution per active participant$450
Average account balance$18,870
Benefits paid to participants$526,392
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 168 accts
2023$3.3M · 176 accts · $57K emplr
2022$3.2M · 174 accts · $68K emplr
Employer contributions to the Beyond Housing, Inc. plan · 2023
Employer contribution per active participant$450
Median for plans this size$1,308
2023$450 per active participant
2022$931 per active participant

Beyond Housing, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$85

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$17,139 · 0.52%
2023$85 · 0.00%
2022$340 · 0.01%
Similar plansOther Services · Missouri
Fiocchi of America, Inc. MO$3.4M · 0.11%
Oats, Inc. MO$2.6M · 0.06%
Telle Tire & Auto Service MO$2.5M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510179471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.