Samaritan Bethany 403(b) match, vesting and fees
What Samaritan Bethany'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 | Penserv Plan Services, Inc. | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Samaritan Bethany: employer contribution per participant | $891 | |
| Peer median | $1,468 |
| Samaritan Bethany: average balance | $24,766 | |
| Peer median | $37,786 |
| Samaritan Bethany: admin expenses ÷ assets | 0.69% | |
| Peer median | 0.39% |
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 $6M at the end of plan year 2021 to $5.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 292 | $5.8M | $209K | $891 | 0.69% | Not published | Form 5500 ↗ |
| 2023 | 286 | $5.8M | $215K | $863 | 0.74% | Not published | Form 5500 ↗ |
| 2022 | 316 | $5.4M | $226K | $863 | 0.81% | Not published | Form 5500 ↗ |
| 2021 | 350 | $6M | $210K | $743 | 0.39% | Not published | Form 5500 ↗ |
Common questions
Does Samaritan Bethany match 401(k) contributions?
The match terms for the Samaritan Bethany, Inc. 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $209K in employer contributions, about $891 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Samaritan Bethany 401(k) match vested?
The vesting schedule for the Samaritan Bethany, Inc. 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Samaritan Bethany 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Penserv Plan Services, Inc.. The plan administrator is Samaritan Bethany, Inc..
I left Samaritan Bethany. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Samaritan Bethany, Inc., (507) 289-5042) or the recordkeeper, Penserv Plan Services, Inc.. The Samaritan Bethany old 401(k) page lists the contacts from every plan filing. Find an old Samaritan Bethany 401(k)
Data from the public Form 5500 annual reports Samaritan Bethany 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 Samaritan Bethany. Not financial advice. Report a correction · Methodology