Beverly Pathology 401(k) match, vesting and fees
What Beverly Pathology'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 | Empower Annuity Insurance Company O | 2023 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 61,199 defined-contribution plans in other services with fewer than 100 participants.
| Beverly Pathology: employer contribution per participant | $30,420 | |
| Peer median | $1,427 |
| Beverly Pathology: average balance | $547,676 | |
| Peer median | $25,769 |
| Beverly Pathology: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.48% |
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 $27.8M at the end of plan year 2021 to $25.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 49 | $25.7M | $1.4M | $30,420 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 53 | $23.4M | $1.3M | $28,271 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 50 | $18.8M | $1.2M | $25,826 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 47 | $27.8M | $1.1M | $25,242 | 0.03% | Not published | Form 5500 ↗ |
Other Beverly Pathology plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Beverly Group Cash Balance Pension Plan
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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Beverly Pathology match 401(k) contributions?
The match terms for the Beverly Pathology, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $30,420 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Beverly Pathology 401(k) match vested?
The vesting schedule for the Beverly Pathology, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Beverly Pathology 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Empower Annuity Insurance Company O. The plan administrator is Beverly Pathology, Inc..
I left Beverly Pathology. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Beverly Pathology, Inc., (310) 423-5322) or the recordkeeper, Empower Annuity Insurance Company O. The Beverly Pathology old 401(k) page lists the contacts from every plan filing. Find an old Beverly Pathology 401(k)
Data from the public Form 5500 annual reports Beverly Pathology 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 Beverly Pathology. Not financial advice. Report a correction · Methodology