401(k) · DOL Form 5500 · 2022

Bethlen Home of the Hungarian Reformed Fed 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
177
Participants Small participant base
41st
Percentile by assets National rank
$17,430
Avg per participant Low balance/head
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Official DOL plan name: Bethlen Home 403(b)(7) Plan · Sponsored by Bethlen Home of the Hungarian Reformed Fed · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 177 participants

Bethlen Home of the Hungarian Reformed Fed's Bethlen Home 403(b)(7) Plan reported $3M in total assets and 177 participants in its 2022 DOL Form 5500 filing, ranking in the 41st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,962 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Bethlen Home 403(b)(7) Plan covers 177 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#8,962
in Healthcare & Social Assistance (20,060 peers)
-20.3%
assets change YoY

The plan reported a net loss of $787K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bethlen Home 403(b)(7) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bethlen Home 403(b)(7) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,085,052 41st percentile higher than 41% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bethlen Home 403(b)(7) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bethlen Home 403(b)(7) Plan sits mid-pack in the medium band (177 participants).

Published 5500 schedule card

Filing strip 250981135 · Bethlen Home of the Hungarian Reformed Fed PY 2022 · 401(k)

Bethlen Home 403(b)(7) Plan · $3M · 177 · 41st

  • ASSETS $3M
  • PCT 177
  • EIN 41st
  • RANK 401(k)
  • PHOTO near County Burner & Machinery Corp. Employee Stock Ownership Plan
  • IND ind #8962

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Bethlen Home 403(b)(7) Plan in the asset neighbourhood

Bethlen Home 403(b)(7) Plan$3MCounty Burner & Machinery Corp. Employee Stock Ownership PlanCounty Burner & Machinery Co…$3MProlink Corporation Profit Sharing PlanProlink Corporation Profit S…$3MSchaefer & Bierlein Inc Profit Sharing 401(k) PlanSchaefer & Bierlein Inc Prof…$3MNorth Country Insurance Company 401(k) Profit Sharing PlanNorth Country Insurance Comp…$3M
End-of-year total assets ($M) among Bethlen Home 403(b)(7) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$787K
Employer EIN250981135
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bethlen Home of the Hungarian Reformed Fed)

Sponsor-wide plan assets over time

All Bethlen Home of the Hungarian Reformed Fed plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$1M$2M$3M$4M 20222023 $3.09M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 177 $3M
2023 1 202 N/A

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bethlen Home 403(b)(7) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Bethlen Home 403(b)(7) Plan, Total assets ($B): 0.003085052 · Participants: 177Bethlen Home 403(b)(7) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Bethlen Home 403(b)(7) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Bethlen Home 403(b)(7) Plan side-by-side with 3 peers →

Bethlen Home 403(b)(7) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is County Burner & Machinery Corp. Employee Stock Ownership Plan in CA ($3M); by covered participants it is Benchmark Landscape, Inc. 401(k) Profit Sharing Plan in CA (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bethlen Home 403(b)(7) Plan assets move in 2022? ▼
Bethlen Home 403(b)(7) Plan declined sharply - down 20.3% during 2022, from $4M to $3M. Reported net income was -$787K.
Which 401(k) plans are similar in size to Bethlen Home 403(b)(7) Plan? ▼
Among 401(k) plans in other states, the closest by assets is County Burner & Machinery Corp. Employee Stock Ownership Plan in CA ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Bethlen Home 403(b)(7) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Benchmark Landscape, Inc. 401(k) Profit Sharing Plan in CA (177 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 250981135.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.