Beth Sholom Home of Eastern Virginia 401(k) match, vesting and fees
What Beth Sholom Home of Eastern Virginia's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Walker Healthcare Services Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Beth Sholom Home of Eastern Virginia: employer contribution per participant | $161 | |
| Peer median | $1,803 |
| Beth Sholom Home of Eastern Virginia: average balance | $15,557 | |
| Peer median | $48,934 |
| Beth Sholom Home of Eastern Virginia: admin expenses ÷ assets | 1.08% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.9M at the end of plan year 2021 to $2.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 166 | $2.6M | $27K | $161 | 1.08% | Not published | Form 5500 ↗ |
| 2023 | 200 | $2.7M | $106K | $537 | 1.67% | Not published | Form 5500 ↗ |
| 2022 | 349 | $3.1M | $160K | $543 | 1.32% | Not published | Form 5500 ↗ |
| 2021 | 345 | $3.9M | $153K | $486 | 1.34% | Not published | Form 5500 ↗ |
Common questions
Does Beth Sholom Home of Eastern Virginia match 401(k) contributions?
The match terms for the Beth Sholom Home of Eastern Virginia 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $27K in employer contributions, about $161 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Beth Sholom Home of Eastern Virginia 401(k) match vested?
The vesting schedule for the Beth Sholom Home of Eastern Virginia 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Beth Sholom Home of Eastern Virginia 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Beth Sholom Home of Eastern Virginia.
I left Beth Sholom Home of Eastern Virginia. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Beth Sholom Home of Eastern Virginia, (757) 961-9027) or the recordkeeper, Principal Life Insurance Company. The Beth Sholom Home of Eastern Virginia old 401(k) page lists the contacts from every plan filing. Find an old Beth Sholom Home of Eastern Virginia 401(k)
Data from the public Form 5500 annual reports Beth Sholom Home of Eastern Virginia filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Beth Sholom Home of Eastern Virginia. Not financial advice. Report a correction · Methodology