Retirement plan

BETHEL BAKERY, INC. 401(K) PROFIT SHARING PLAN

Name: BETHEL BAKERY, INC. - BETHEL BAKERY, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: BETHEL BAKERY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BETHEL BAKERY, INC. 401(K) PROFIT SHARING PLAN, BETHEL BAKERY, INC.

BETHEL BAKERY, INC.EIN 25-1670735Plan #001PY 2025

5200 BRIGHTWOOD ROAD - BETHEL PARK, PA 15102412-835-8778bethelbakery.comLinkedIn51-200 employeesfood production

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$3.4M

+29.4% from 2024

Total participants

+3.6% from 2024

Average account balance

$98,833

+40.9% from 2024

Annual return

32.68%

+23.04 pp from 2024

Benchmarks

See 3,717 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort3,717 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$99K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+32.68%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6529

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$222K

$4353 / participant

Other / not subdivided$222K100.0%

% of EOY assets

6.606%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$98,833

$76,834+28.6%

$108,359-8.8%

$87,485+13.0%

Participation rate

52.9%

61.7%-8.8pp

70.1%-17.2pp

68.9%-16.0pp

Annual return

32.68%

19.09%+13.6pp

36.89%-4.2pp

26.06%+6.6pp

Employer contribution / active EE

$813

$1,556-47.7%

$2,399-66.1%

$2,596-68.7%

Participant deferral / active EE

$1,888

$3,100-39.1%

$4,137-54.4%

$4,274-55.8%

Admin fee / account holder

$6,529

$6,537-0.1%

$9,741-33.0%

$7,775-16.0%

BETHEL BAKERY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BETHEL BAKERY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion