Department of Labor filing

BISHOP GADSDEN EPISCOPAL RET COMMUNITY

BISHOP GADSDEN SAVINGS & RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

75filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$1,458

Reported employer contributions per active participant.

Higher than about 91% of comparable plans

#People in the filing

530

Active participants reported for 2024.

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

¢Visible plan-paid fees

$82 / participant

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

Lower cost than about 37% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.8%, 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 · 202475out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions91st percentileTypical peer $404 · based on 237 comparable plans

Lower reported administrative expense37th percentileTypical peer $61 · based on 259 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 Dec 31, 2024, BISHOP GADSDEN EPISCOPAL RET COMMUNITY reported $772,732 in employer contributions across the plan and 530 active participants. That works out to $1,458 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 proxy87%

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 trendUp 9.3%

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

Expense trendUp 92.2%

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

Peer context75/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

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: $772,732
Participant contributions: $1,361,594
Other contributions: $266,705
Employer share of reported contributions: 36.2%
Beginning assets: $11,322,238
Ending assets: $12,883,689
Ending net assets: $12,883,689
Ending liabilities: $0
Total income: $3,833,131
Total expenses: $2,271,680
Administrative expenses: $53,863
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

$1,334

2023

$1,293

2024

$1,458

Plan-paid administrative expenses per participant

2022

$43

2023

$38

2024

$82

Active participants

2022

403

2023

536

2024

530

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,458	530	12.9M	20250910101534NAL0013383827001
2023	$1,293	536	11.3M	20241007094730NAL0007457795001
2022	$1,334	403	8.4M	20231005121730NAL0014313123001

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: 570337132-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 1, 1997
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2S2E3D2G2J2K2F2T

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20250910101534NAL0013383827001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗