Plan Ledger DOL Form 5500 · updated monthly

Aspen Skilled Healthcare, Inc.401(k)

ASPEN SKILLED HEALTHCARE 401(K) PLAN · LAGUNA NIGUEL, CA · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Aspen Skilled Healthcare, Inc. reported $265,410 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~90% of peers. Employer contributions averaged $78 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 0.68% to 0.84%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,373rd-largest of 9,483 plans among California employers on file, and the 2,460th of 11,911 in health care & social assistance. In 2024, employees put in $15.78 for every $1.00 the employer contributed; active participation has grown from 3,465 to 4,389 since 2022.

Plan summary
Net assets, end of year$35,124,662
Participants with balances1,321
Active participants4,389
Employer contributions$342,501
Employee contributions$5,405,744
Employer contribution per active participant$78
Average account balance$26,589
Benefits paid to participants$3,495,356
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.1M · 1,321 accts · $343K emplr
2023$28.4M · 1,189 accts · $301K emplr
2022$20.5M · 1,090 accts · $270K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$143,732
Investment management$121,678
Total administrative$265,410
The Aspen Skilled Healthcare, Inc. 401(k) match · 2024
Employer contribution per active participant$78
Median for plans this size$2,416
2024$78 per active participant
2023$73 per active participant
2022$78 per active participant

Aspen Skilled Healthcare, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHN HANCOCK INSURANCE COMPANY · Recordkeeping$11,087

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$265,410 · 0.84%
2023$207,697 · 0.85%
2022$142,252 · 0.68%
Same employer
Similar plansHealth Care & Social Assistance · California
Sante Health Systems, Inc. CA$35.4M · 0.10%
By the Bay Health CA$34.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800438787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.