Samaritan Bethany, Inc.403(b)
SAMARITAN BETHANY, INC. 403(B) RETIREMENT PLAN · ROCHESTER, MN · plan year 2024
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Samaritan Bethany, Inc. reported $39,750 in plan administrative expenses for 2024: 0.69% of average plan assets, above the peer median. Employer contributions averaged $1,540 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 0.81% to 0.69%. 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 Minnesota (1,525th of 1,918), and 7,458th of 11,911 in health care & social assistance. In 2024, employees put in $1.31 for every $1.00 the employer contributed.
Samaritan Bethany, Inc.'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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 411373420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.