Plan Ledger DOL Form 5500 · updated monthly

Brethren Village403(b)

BRETHREN VILLAGE 403(B) RETIREMENT PROGRAM · LITITZ, PA · plan year 2025

Reported admin expense ratio · 2025
0.04%

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

Brethren Village reported $4,068 in plan administrative expenses for 2025: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $667 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 3 years on file its reported administrative ratio rose from 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,125th of 3,651), and the 5,217th of 11,911 in health care & social assistance. In 2025, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 424 to 481 since 2022.

Plan summary
Net assets, end of year$11,769,805
Participants with balances198
Active participants481
Employer contributions$320,944
Employee contributions$641,255
Employer contribution per active participant$667
Average account balance$59,443
Benefits paid to participants$1,371,014
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$11.8M · 198 accts · $321K emplr
2024$10.3M · 218 accts · $307K emplr
2023$9.3M · 210 accts · $282K emplr
2022$7.7M · 202 accts · $273K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$4,068
Total administrative$4,068
Employer contributions to the Brethren Village plan · 2025
Employer contribution per active participant$667
Median for plans this size$2,666
2025$667 per active participant
2024$633 per active participant
2023$604 per active participant
2022$643 per active participant

Brethren Village's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
CAPITAL GROUP RETIREMENT PLAN SVCS. · Other services · Loan processing$3,388

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

Administrative cost history4
2025$4,068 · 0.04%
2024$2,945 · 0.03%
2023$4,326 · 0.05%
2022$2,281 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Human Services Center PA$12.1M · 0.54%
Prospectus/Berco PA$12.1M · 0.53%
Lancaster Urology, PC PA$11.7M · 0.38%
Philadelphia Works, Inc. PA$11.7M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231425014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.