Plan Ledger DOL Form 5500 · updated monthly

Arbutus Park Manor401(k)

ARBUTUS PARK MANOR RETIREMENT SAVINGS PLAN · JOHNSTOWN, PA · plan year 2022

Reported admin expense ratio · 2022
0.67%

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

Arbutus Park Manor reported $34,109 in plan administrative expenses for 2022: 0.67% of average plan assets, above the peer median. Employer contributions averaged $506 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 0.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,934th of 3,651), and 8,164th of 11,911 in health care & social assistance. In 2022, employees put in $2.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,584,417
Participants with balances308
Active participants182
Employer contributions$92,091
Employee contributions$209,206
Employer contribution per active participant$506
Average account balance$14,884
Benefits paid to participants$661,629
Plan auditUnmodified (clean) audit opinion
AuditorKOTZAN CPA & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 363 accts · $98K emplr
2023$4.3M · 350 accts · $106K emplr
2022$4.6M · 308 accts · $92K emplr
Administrative expenses, itemized · 2022
Investment management$34,109
Total administrative$34,109
The Arbutus Park Manor 401(k) match · 2022
Employer contribution per active participant$506
Median for plans this size$1,114
2024$506 per active participant
2023$477 per active participant
2022$506 per active participant

Arbutus Park Manor's 2022 employer contribution ran below the $1,114 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.

Recordkeeper by year2
2024METRO BENEFITS, I NC, Transamerica
2023METRO BENEFITS, I NC, Transamerica

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

Administrative cost history3
2024$29,777 · 0.69%
2023$31,807 · 0.72%
2022$34,109 · 0.67%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Advanced Personal Care PA$4.6M · 0.87%
Liberty Resources Inc PA$4.6M · 0.03%
Allaire Health Services PA$4.5M · 0.29%
Hias Pennsylvania PA$4.5M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237064174 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.