Bethesda Associates 403(b) match, vesting and fees
What Bethesda Associates' 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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Capin Crouse (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 136 defined-contribution plans in real estate and rental and leasing with 1,000 to 4,999 participants.
| Bethesda Associates: employer contribution per participant | $565 | |
| Peer median | $1,502 |
| Bethesda Associates: average balance | $16,450 | |
| Peer median | $49,651 |
| Bethesda Associates: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.22% |
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 $18M at the end of plan year 2021 to $20.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,404 | $20.6M | $710K | $565 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 1,411 | $19.2M | $628K | $486 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 1,435 | $17M | $588K | $447 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 1,210 | $18M | $560K | $498 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Bethesda Associates match 401(k) contributions?
The match terms for the Bethesda 403b Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $710K in employer contributions, about $565 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bethesda Associates 401(k) match vested?
The vesting schedule for the Bethesda 403b Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bethesda Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Bethesda Associates.
I left Bethesda Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bethesda Associates, (719) 481-0100) or the recordkeeper, American United Life Insurance Co. The Bethesda Associates old 401(k) page lists the contacts from every plan filing. Find an old Bethesda Associates 401(k)
Data from the public Form 5500 annual reports Bethesda Associates 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 Bethesda Associates. Not financial advice. Report a correction · Methodology