Plan Ledger DOL Form 5500 · updated monthly

American Health Care Association401(k)

AMERICAN HEALTH CARE ASSOCIATION 401K AND DISCRETIONARY DEFINED CONTRIBUTION PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

American Health Care Association reported $93,511 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $13,826 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 0.258%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 210th-largest of 618 plans among District of Columbia employers on file, and the 555th of 3,341 in other services. In 2024, the employer put in $1.05 for every $1.00 employees contributed themselves; active participation has grown from 84 to 105 since 2022.

Plan summary
Net assets, end of year$39,290,820
Participants with balances142
Active participants105
Employer contributions$1,451,724
Employee contributions$1,377,168
Employer contribution per active participant$13,826
Average account balance$276,696
Benefits paid to participants$1,078,999
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.3M · 142 accts · $1.5M emplr
2023$33.1M · 137 accts · $1.3M emplr
2022$27.7M · 127 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,471
Investment management$27,040
Total administrative$93,511
The American Health Care Association 401(k) match · 2024
Employer contribution per active participant$13,826
Median for plans this size$2,416
2024$13,826 per active participant
2023$13,163 per active participant
2022$13,169 per active participant

American Health Care Association's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Loan processing$66,471
CERITY PARTNERS · Investment management$27,040
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$93,511 · 0.26%
2023$74,974 · 0.25%
2022$76,776 · 0.26%
Same employer
Similar plansOther Services · District of Columbia
Leadingage, Inc. DC$41.3M · 0.00%
Oceana, Inc. DC$39.2M · 0.21%
Share Our Strength DC$39.1M · 0.31%
Pact, Inc. DC$38.4M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530260105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.