Plan Ledger DOL Form 5500 · updated monthly

Affiliated Healthcare Systems401(k)

AFFILIATED HEALTHCARE SYSTEMS RETIREMENT PARTNERSHIP 401(K) PLAN · BREWER, ME · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Affiliated Healthcare Systems reported $35,463 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $295 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 fell from 0.09% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other administrative & support services employers. By assets it is the 96th-largest of 354 plans among Maine employers on file, and the 412th of 2,534 in administrative & support services. In 2022, employees put in $5.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,568,725
Participants with balances800
Active participants709
Employer contributions$209,480
Employee contributions$1,072,603
Employer contribution per active participant$295
Average account balance$43,211
Benefits paid to participants$4,477,122
Plan auditUnmodified (clean) audit opinion
AuditorBERRY DUNN MCNEIL AND PARKER
Plan history4
Yearassets · accounts · employer contribution
2025$32.7M · 446 accts
2024$32.3M · 507 accts · $257 emplr
2023$33.0M · 677 accts · $30K emplr
2022$34.6M · 800 accts · $209K emplr
The Affiliated Healthcare Systems 401(k) match · 2022
Employer contribution per active participant$295
Median for plans this size$2,266
2024$1 per active participant
2023$81 per active participant
2022$295 per active participant

Affiliated Healthcare Systems's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$18,996 · 0.06%
2024$35,993 · 0.11%
2023$27,778 · 0.08%
2022$35,463 · 0.09%
Similar plansAdministrative & Support Services · Maine
Retail Association of Maine ME$76.8M · 1.21%
Chenmark Holdings, Inc. ME$10.1M · 0.20%
Auto Europe, LLC ME$5.4M · 0.48%
Savilinx, LLC ME$1.5M · 1.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010385322 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.