Retirement plan

BETHSHAN ASSOCIATION 403(B) RETIREMENT PLAN

Name: BETHSHAN ASSOCIATION - BETHSHAN ASSOCIATION 403(B) RETIREMENT PLAN (2024) Form 5500
Creator: BETHSHAN ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BETHSHAN ASSOCIATION 403(B) RETIREMENT PLAN, BETHSHAN ASSOCIATION

BETHSHAN ASSOCIATIONEIN 36-3038592Plan #001PY 2024

12927 SOUTH MONITOR AVENUE - PALOS HEIGHTS, IL 604632434708-371-0800bethshan.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.9M

+170.0% from 2023

Total participants

124

+14.8% from 2023

Average account balance

$65,484

+132.1% from 2023

Annual return

179.14%

+168.47 pp from 2023

Benchmarks

See 21,729 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,729 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.84M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

130

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.

92.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$415K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206	Plan Administrator	$1,300

Plan features & details

Pension benefit codes2F2G2K2L

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$17 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.016%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CAPIN CROUSE
Auditor EIN: 363990892
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$65,484

$81,276-19.4%

$155,574-57.9%

$80,925-19.1%

Participation rate

96.1%

66.2%+29.8pp

78.2%+17.8pp

67.7%+28.4pp

Annual return

179.14%

33.36%+145.8pp

64.87%+114.3pp

35.65%+143.5pp

Employer contribution / active EE

$2,065

$3,103-33.4%

$4,676-55.8%

$2,756-25.1%

Participant deferral / active EE

$2,782

$3,453-19.4%

$5,629-50.6%

$4,299-35.3%

Admin fee / account holder

$11

$7,993-99.9%

$15,914-99.9%

$6,940-99.8%

Provider

Service type

Compensation

TIAA1 year

Filed as: TIAA - TEACHERS INSURANCE AND ANNUI

Service code 14 · EIN 13-1624203

730 THIRD AVE. · NEW YORK, NY 100173206

Plan Administrator

$1,300

BETHSHAN ASSOCIATION 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BETHSHAN ASSOCIATION 403(B) RETIREMENT 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