How big is Bethany Home's plan?

Bethany Home's plan reported $3.1M in assets and 87 participants for 2024.

Original filing (PDF)20250923125222NAL0014818386001

Bethany Home

Name: Bethany Home — Bethany Home 401(k) Plan, Form 5500 (2024)
Creator: Bethany Home
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bethany Home 401(k) Plan

401(k) retirement plan · Bethany Home's Bethany Home 401(k) Plan held $3.1M in plan assets for 87 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Jackie Ayers signed Bethany Home's 2024 Form 5500 as plan administrator.

Jackie Ayers — 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

Bethany Home's EIN is 42-0698260.

EIN 42-0698260

Plan number 001

Plan year 2024

ACK ID 20250923125222NAL0014818386001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bethany Home'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 BETHANY HOME.

Finding similar companies…

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BETHANY HOME

EIN

all filings

Address

1005 LINCOLN AVENUE · DUBUQUE, IA · 52001

Phone

(563) 556-5233

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Heritage Health Care & Rehab, Inc.

Heritage Health Care & Rehab, Inc. 401(k) Retirement Plan

$3.1M · 88 participants

Chesapeake Care Resources, Inc.

Chesapeake Care Resources Inc. 403(b) Thrift Plan

$3.1M · 64 participants

The Belmont Manor Nursing Center

The Belmont Manor Nursing Center 401(k) Plan

$3.1M · 48 participants

Stones River Manor, Inc.

Stones River Manor, Inc. 401(k) Profit Sharing Plan

$3.1M · 122 participants

Pickersgill, Inc.

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.