How big is Temple BETH Shalom's plan?

Temple BETH Shalom's plan reported $1.1M in assets and 101 participants for 2025.

Original filing (PDF)20260313133612NAL0008816530001

Temple BETH Shalom

Name: Temple BETH Shalom — Temple BETH Shalom Retirement, Form 5500 (2025)
Creator: Temple BETH Shalom
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Temple BETH Shalom Retirement Plan

401(k) retirement plan · Temple BETH Shalom's Temple BETH Shalom Retirement Plan held $1.1M in plan assets for 101 participants in 2025.

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Temple BETH Shalom's EIN is 04-6006558.

EIN 04-6006558

Plan number 001

Plan year 2025

ACK ID 20260313133612NAL0008816530001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Temple BETH Shalom from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Temple BETH Shalom's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEMPLE BETH SHALOM.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score