Plan Ledger DOL Form 5500 · updated monthly

Anesthesia Associates, P.L.L.401(k)

ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST · PAINESVILLE, OH · plan year 2023

Reported admin expense ratio · 2023
0.33%

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

Anesthesia Associates, P.L.L. reported $157,130 in plan administrative expenses for 2023: 0.33% of average plan assets, above the peer median. Employer contributions averaged $49,376 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 2 years on file its reported administrative ratio rose from 0.25% to 0.83%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 669th-largest of 3,295 plans among Ohio employers on file, and the 1,913th of 11,911 in health care & social assistance. In 2023, the employer put in $3.19 for every $1.00 employees contributed themselves; active participation has shrunk from 104 to 22 since 2022.

Plan summary
Net assets, end of year$48,674,010
Participants with balances123
Active participants22
Employer contributions$1,086,265
Employee contributions$341,007
Employer contribution per active participant$49,376
Average account balance$395,724
Benefits paid to participants$11,391,457
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 32 accts
2023$48.7M · 123 accts · $1.1M emplr
2022$47.6M · 125 accts · $2.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$25,488
Investment management$131,100
Trustee / custodial$542
Total administrative$157,130
The Anesthesia Associates, P.L.L. 401(k) match · 2023
Employer contribution per active participant$49,376
Median for plans this size$2,440
2023$49,376 per active participant
2022$21,761 per active participant

Anesthesia Associates, P.L.L.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20238
ZABARSKY & ASSOCIATES, LLC · Recordkeeping$25,538
COOKSON PEIRCE & CO. INC · Investment management$52,007
HAZLETT, BURT AND WATSON · Investment management$17,395
CARNEGIE CAPITAL ASSET · Investment management$15,231
INTEROCEAN CAPITAL GROUP, LLC · Investment management$10,781
JOHNSON INVESTMENT COUNSEL, INC. · Investment management$6,811
MARINER, LLC · Investment management$5,963

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

Recordkeeper by year2
2024ZABARSKY & ASSOCIATES, LLC
2023ZABARSKY & ASSOCIATES, LLC

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Administrative cost history3
2024$215,134 · 0.83%
2023$157,130 · 0.33%
2022$136,904 · 0.25%
Similar plansHealth Care & Social Assistance · Ohio
Knox Community Hospital OH$52.5M · 0.13%
The Bellevue Hospital OH$50.9M · 0.14%
Digestive Specialists, Inc. OH$44.1M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340894140 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.