Plan Ledger DOL Form 5500 · updated monthly

Astria Health401(k)

ASTRIA HEALTH 401(K) PLAN · SUNNYSIDE, WA · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Astria Health reported $352,597 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,834 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 fell from 0.71% to 0.67%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 308th-largest of 1,714 plans among Washington employers on file, and the 1,705th of 11,911 in health care & social assistance. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,116,045
Participants with balances1,632
Active participants761
Employer contributions$2,156,457
Employee contributions$3,772,471
Employer contribution per active participant$2,834
Average account balance$34,385
Benefits paid to participants$4,378,154
Plan auditUnmodified (clean) audit opinion
AuditorDZA, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$56.1M · 1,632 accts · $2.2M emplr
2023$49.2M · 1,770 accts · $2.0M emplr
2022$41.9M · 1,697 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$163,909
Investment management$188,068
Total administrative$352,597
The Astria Health 401(k) match · 2024
Employer contribution per active participant$2,834
Median for plans this size$3,635
2024$2,834 per active participant
2023$2,651 per active participant
2022$2,435 per active participant

Astria Health's 2024 employer contribution ran below the $3,635 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 · 20243
RANDALL & HURLEY, INC. · Recordkeeping · Loan processing$156,595
PETERSEN HASTINGS INVESTMENT MGMT · Investment advisory (plan) · Investment management$188,068
MATRIX FINANCIAL SOLUTIONS · Custodial (securities)$7,314

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

Recordkeeper by year2
2024RANDALL & HURLEY, INC.
2023RANDALL & HURLEY, INC.

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

Administrative cost history3
2024$352,597 · 0.67%
2023$317,571 · 0.70%
2022$307,152 · 0.71%
Similar plansHealth Care & Social Assistance · Washington
Compass Health WA$61.6M · 0.26%
Incyte Pathology, Ps WA$59.0M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 911286274 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.