Bethesda Health Group, Inc. Retirement Savings 403(B) Plan — Form 5500 plan (Bethesda Health Group, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bethesda Health Group, Inc. Retirement Savings 403(B) Plan is a benefit plan reported by Bethesda Health Group, Inc. under EIN 43-0666738 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,748 participants and $23,276,988 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$23.3MPlan net assets, end of year$23,276,988
Participants1.7KCovered participants reported1,748
Assets / participant$13.3KComputed: assets ÷ participants$13,316 (computed)
Provider compensation$54.7K1 Schedule C provider row(s)$54,688
- Plan sponsor
- Bethesda Health Group, Inc.
- EIN
- 43-0666738
- Plan number
- 003
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,748 | H, C | 20241014171809NAL0013676979002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$23.3M total assets
Net assets$23.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $23,276,988
- Net assets (EOY)
- $23,276,988
- Net assets (BOY)
- $20,886,846
Income & contributions
- Employer contributions
- $772,600
- Participant contributions
- $1,699,249
- Total contributions
- $2,847,626
- Total income / additions
- $5,373,275
Expenses & distributions
- Benefits paid
- $2,905,525
- Administrative expenses
- $77,608
- Total expenses
- $2,983,133
- Net increase / (decrease)
- $2,390,142
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Services Company | NONE | $54,688 | $0 | 2023 |