Plan Ledger DOL Form 5500 · updated monthly

Adapthealth, LLC401(k)

ADAPTHEALTH 401(K) PROFIT SHARING PLAN AND TRUST · PLYMOUTH MEETING, PA · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Adapthealth, LLC reported $424,239 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $683 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.293%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 338th-largest of 3,651 plans among Pennsylvania employers on file, and the 257th of 5,215 in retail trade. In 2024, employees put in $3.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$159,035,582
Participants with balances5,859
Active participants10,416
Employer contributions$7,111,121
Employee contributions$22,011,419
Employer contribution per active participant$683
Average account balance$27,144
Benefits paid to participants$21,124,068
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$159.0M · 5,859 accts · $7.1M emplr
2023$130.8M · 5,376 accts · $5.2M emplr
2022$99.0M · 5,248 accts · $4.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$332,239
Investment management$78,000
Audit (IQPA)$14,000
Total administrative$424,239
The Adapthealth, LLC 401(k) match · 2024
Employer contribution per active participant$683
Median for plans this size$3,635
2024$683 per active participant
2023$489 per active participant
2022$461 per active participant

Adapthealth, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$332,239
CREATIVE PLANNING LLC · Investment advisory (plan)$78,000
MALLIE LLP · Accounting / audit$14,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$424,239 · 0.29%
2023$356,055 · 0.31%
2022$240,815 · 0.29%
Same employer
Similar plansRetail Trade · Pennsylvania
Thrifty Payless Inc. PA$266.9M · 0.05%
Clark Core Services, LLC PA$258.2M · 0.39%
Boscov's, Inc. PA$147.2M · 0.16%
Bergey's Incorporated PA$127.1M · 0.20%
Radial Holdings, L.P. PA$125.2M · 0.12%
Gnc Holdings LLC PA$123.8M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455553972 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.