Bethany Retirement Home 403(b) match, vesting and fees
What Bethany Retirement Home's 403(b) 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 | Empower Life & Annuity Insurance | 2024 Schedule C ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Plan history
Plan assets went from $5.6M at the end of plan year 2021 to $4.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 254 | $4.6M | $134K | $1,555 | 0.43% | Not published | 5500-SF ↗ |
| 2024 | 267 | $4.6M | $132K | $1,467 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 269 | $4.5M | $145K | $1,422 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 255 | $4.8M | $150K | $1,273 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 240 | $5.6M | $146K | $1,303 | 0.35% | Not published | Form 5500 ↗ |
Common questions
Does Bethany Retirement Home match 401(k) contributions?
The match terms for the Bethany Retirement Home, Inc. Tax Deferred Annuity Plan have not been published from its filing yet. The plan year 2025 filing reports $134K in employer contributions, about $1,555 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bethany Retirement Home 401(k) match vested?
The vesting schedule for the Bethany Retirement Home, Inc. Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bethany Retirement Home 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance. The plan administrator is Bethany Retirement Home, Inc..
I left Bethany Retirement Home. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bethany Retirement Home, Inc., (607) 378-6520) or the recordkeeper, Empower Life & Annuity Insurance. The Bethany Retirement Home old 401(k) page lists the contacts from every plan filing. Find an old Bethany Retirement Home 401(k)
Data from the public Form 5500 annual reports Bethany Retirement Home filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Bethany Retirement Home. Not financial advice. Report a correction · Methodology