How big is Congregation BETH or's plan?

Congregation BETH or's plan reported $2.1M in assets and 33 participants for 2024.

Original filing (PDF)20251010111144NAL0012403760001

Congregation BETH or

Name: Congregation BETH or — Congregation BETH or, Form 5500 (2024)
Creator: Congregation BETH or
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Congregation BETH or Retirement Savings Plan

401(k) retirement plan · Congregation BETH or's Congregation BETH or Retirement Savings Plan held $2.1M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Richard Tatum signed Congregation BETH or's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Congregation BETH or's EIN is 23-6005909.

EIN 23-6005909

Plan number 001

Plan year 2024

ACK ID 20251010111144NAL0012403760001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Congregation BETH or from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Congregation BETH or's plan includes profit-sharing, 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 CONGREGATION BETH OR.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score