Other · DOL Form 5500 · 2023
Bethel University Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 64th
- Percentile by assets National rank
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 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #1,731 in Educational Services (3,735 peers)
What the 2023 filing shows
Bethel University 403(b) DC Plan holds $13M for N/A participants, above the median plan by assets.
- #1,731
- in Educational Services (3,735 peers)
- -2.5%
- assets change YoY
The plan reported a net loss of $318K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bethel University 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Bethel University 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,624,760 Top 36% higher than 64% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bethel University 403(b) DC Plan reported net income fell from $167K in the plan year 2022 filing to -$318K in the plan year 2023 filing.
- Bethel University 403(b) DC Plan end-of-year assets fell from $13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 620548913 · Bethel University PY 2023 · Other
Bethel University 403(b) DC Plan · $13M · N/A · 64th
- RANK $13M
- RANK N/A
- RANK 64th
- RANK Other
- RANK near Combe Products Employees Savings Plan
- RANK ind #1731
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
Filing particulars (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$318K |
| Employer EIN | 620548913 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING 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
| 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.
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
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 Combe Products Employees Savings Plan in PR at $13M (this filing: $13M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.