Department of Labor filing

BETHEL UNIVERSITY

BETHEL UNIVERSITY 401(K) PLAN · For the plan year ended Jul 31, 2025

Public filing 2024 · received May 15, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support

Not reported

Reported employer contributions per active participant.

#People in the filing

209

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$192 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 28% of comparable plans

↗Investment performance

Not available

Plan assets changed -6.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 2024—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributionsNot enough dataTypical peer $1,873 · based on 503 comparable plans

Lower reported administrative expense28th percentileTypical peer $108 · based on 522 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jul 31, 2025, BETHEL UNIVERSITY reported Not reported in employer contributions across the plan and 209 active participants. That works out to Not reported per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy83%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 126.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: Not reported
Participant contributions: $554,325
Other contributions: $5,409
Employer share of reported contributions: Not reported
Beginning assets: $8,789,572
Ending assets: $8,204,797
Ending net assets: $8,204,797
Ending liabilities: $0
Total income: $1,305,429
Total expenses: $1,890,204
Administrative expenses: $53,682
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,560

2023

$1,179

2024

Not reported

Plan-paid administrative expenses per participant

2022

$85

2023

$106

2024

$192

Active participants

2022

264

2023

220

2024

209

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	Not reported	209	8.2M	20260515142825NAL0009369857001
2023	$1,179	220	8.8M	20250603101323NAL0007161219001
2022	$1,560	264	7.5M	20240516105051NAL0068939330001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 620548913-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Feb 1, 2017
Industry: Educational services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E3D2G2J2K2F2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
ONEDIGITAL INVESTMENTS	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260515142825NAL0009369857001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗