Plan Ledger DOL Form 5500 · updated monthly

Aria Health403(b)

JEFFERSON HEALTH-NORTHEAST 403(B) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Aria Health reported $187,420 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $2,941 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 0.047%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 176th-largest of 3,651 plans among Pennsylvania employers on file, and the 373rd of 11,911 in health care & social assistance. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$428,397,658
Participants with balances7,119
Active participants4,564
Employer contributions$13,420,508
Employee contributions$20,466,890
Employer contribution per active participant$2,941
Average account balance$60,177
Benefits paid to participants$24,304,933
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH+BROWN,PC
Plan history3
Yearassets · accounts · employer contribution
2024$428.4M · 7,119 accts · $13.4M emplr
2023$366.3M · 6,707 accts · $13.7M emplr
2022$297.8M · 6,202 accts · $12.5M emplr
Employer contributions to the Aria Health plan · 2024
Employer contribution per active participant$2,941
Median for plans this size$4,294
2024$2,941 per active participant
2023$3,078 per active participant
2022$2,943 per active participant

Aria Health's 2024 employer contribution ran below the $4,294 median for plans its size. 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 · 20242
TIAA-TEACHERS INSURANCE & ANNUITY · Contract administrator$245,980
TOWERS WATSON DELAWARE, INC · Consulting$12,376

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$187,420 · 0.05%
2023$140,681 · 0.04%
2022$142,261 · 0.05%
Similar plansHealth Care & Social Assistance · Pennsylvania
The Guthrie Clinic PA$629.8M · 0.07%
Devereux PA$595.4M · 0.11%
Upmc Pinnacle PA$521.1M · 0.12%
Kennedy Health System PA$400.3M · 0.05%
Abington Memorial Hospital PA$382.7M · 0.07%
Excela Health PA$364.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 230596940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.