Other · DOL Form 5500 · 2022

Bethel University Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
N/A
Participants Small participant base
70th
Percentile by assets National rank
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Official DOL plan name: Bethel University 403(b) DC Plan · Sponsored by Bethel University · Tennessee · Educational Services

$13M in assets, N/A participants

Bethel University's Bethel University 403(b) DC Plan reported $13M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,100 in Educational Services (4,024 peers)

What the 2022 filing shows

Bethel University 403(b) DC Plan holds $13M for N/A participants, above the median plan by assets.

#2,100
in Educational Services (4,024 peers)
+1.3%
assets growth YoY

Bethel University 403(b) DC Plan's outsized position by total assets

Bethel University 403(b) DC Plan vs every filed plan by assets

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

$12,943,162 Top 30% higher than 70% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 620548913 · Bethel University PY 2022 · Other

Bethel University 403(b) DC Plan · $13M · N/A · 70th

  • EIN $13M
  • RANK N/A
  • PHOTO 70th
  • IND Other
  • EOY near Northern Montana Hospital 403(b) Plan
  • 5500 ind #2100

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 Educational Services retirement plans → · Plans in Tennessee →

Bethel University 403(b) DC Plan in the asset neighbourhood

Bethel University 403(b) DC PlanBethel University 403(b) DC …$13MNorthern Montana Hospital 403(b) PlanNorthern Montana Hospital 40…$13MEmployees' Pension Plan of Glasstech, Inc.Employees' Pension Plan of G…$13MCharles E. Smith Life Communities 403(b) PlanCharles E. Smith Life Commun…$13MCommunity Partners 403(b) PlanCommunity Partners 403(b) Pl…$13M
End-of-year total assets ($M) among Bethel University 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$167K
Employer EIN620548913
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bethel University)

Sponsor-wide plan assets over time

All Bethel University plans reported in each filing year

Latest sponsor-wide plan assets
$21M 0.5689329280522101% vs 2022
2024 filing year
$20M$20.5M$21M$21.5M$22M 202220232024 $20.5M $20.6M ▲ +0.5%
Year Plans Participants Total Assets
2022 2 298 $20M
2023 2 273 $21M
2024 2 220 $21M

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

Bethel University 403(b) DC Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Bethel University 403(b) DC Plan, Total assets ($B): 0.012943162 · Participants: 0Bethel University 403(b) DC PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 3.400218103 · Participants: 28507Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.06995117 · Participants: 6874Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 0.918824939 · Participants: 4892St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.517250441 · Participants: 11477Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.467821735 · Participants: 9451Southeastern Carpenters and Millwrights Pension Plan
Bethel University 403(b) DC Plan vs. nearby Other plans in Tennessee, assets vs. participants

Bethel University 403(b) DC Plan's closest out-of-state Other peers by assets

Outside Tennessee, the nearest Other by end-of-year assets is Northern Montana Hospital 403(b) Plan in MT at $13M (this filing: $13M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

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 Bethel University 403(b) DC Plan assets move in 2022?
Bethel University 403(b) DC Plan edged up modestly - up 1.3% during 2022, from $13M to $13M. Reported net income was $167K.
How have Bethel University plan assets changed over time?
Across 3 plan years on file (2022-2024), Bethel University's sponsor-wide assets grew 0.6%, from $20M to $21M.
Which Other plans are similar in size to Bethel University 403(b) DC Plan?
Among Other plans in other states, the closest by assets is Northern Montana Hospital 403(b) Plan in MT ($13M, 509 participants).