Plan Ledger DOL Form 5500 · updated monthly

Associated Occupational Therapists, Inc.401(k)

ASSOCIATED OCCUPATIONAL THERAPISTS, INC. 401(K) PLAN · CORAOPOLIS, PA · plan year 2023

Reported admin expense ratio · 2023
1.00%

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

Associated Occupational Therapists, Inc. reported $86,838 in plan administrative expenses for 2023: 1.00% of average plan assets, higher than ~75% of peers. Employer contributions averaged $345 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,459th of 3,651), and 6,231st of 11,911 in health care & social assistance. In 2023, employees put in $7.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,544,162
Participants with balances228
Active participants109
Employer contributions$37,619
Employee contributions$285,762
Employer contribution per active participant$345
Average account balance$37,474
Benefits paid to participants$1,989,636
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$0 · $28K emplr
2023$8.5M · 228 accts · $38K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$86,838
Total administrative$86,838
The Associated Occupational Therapists, Inc. 401(k) match · 2023
Employer contribution per active participant$345
Median for plans this size$1,308

Associated Occupational Therapists, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
NEWTON ONE ADVISORS, LLC · Investment advisory (participants)$35,319

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

Administrative cost history2
2024Not separately reported
2023$86,838 · 1.00%
Similar plansHealth Care & Social Assistance · Pennsylvania
Vna Health System PA$8.6M · 0.95%
Integracare PA$8.6M · 0.40%
Fayette Resources, Inc. PA$8.4M · 1.05%
The Shadowfax Corporation PA$8.4M · 0.76%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 251390356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.