Bethesda Health Group 403(b) match, vesting and fees
What Bethesda Health Group'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 | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Bethesda Health Group: employer contribution per participant | $492 | |
| Peer median | $1,358 |
| Bethesda Health Group: average balance | $14,835 | |
| Peer median | $44,442 |
| Bethesda Health Group: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.21% |
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 $24.1M at the end of plan year 2021 to $25.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,166 | $25.8M | $856K | $492 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 1,959 | $23.3M | $773K | $530 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 1,748 | $20.9M | $650K | $534 | 0.42% | Not published | Form 5500 ↗ |
| 2021 | 1,753 | $24.1M | $507K | $416 | 0.38% | Not published | Form 5500 ↗ |
Other Bethesda Health Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Employees of Bethesda Health Group, Inc.
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.
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Bethesda Health Group match 401(k) contributions?
The match terms for the Bethesda Health Group, Inc. Retirement Savings 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $856K in employer contributions, about $492 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bethesda Health Group 401(k) match vested?
The vesting schedule for the Bethesda Health Group, Inc. Retirement Savings 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bethesda Health Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Company. The plan administrator is Bethesda Health Group, Inc..
I left Bethesda Health Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bethesda Health Group, Inc., (314) 800-1955) or the recordkeeper, Valic Retirement Services Company. The Bethesda Health Group old 401(k) page lists the contacts from every plan filing. Find an old Bethesda Health Group 401(k)
Data from the public Form 5500 annual reports Bethesda Health Group 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 Health Group. Not financial advice. Report a correction · Methodology