Plan Ledger DOL Form 5500 · updated monthly

Augusta Health Care403(b)

AUGUSTA HEALTH CARE 403B PLAN · FISHERSVILLE, VA · plan year 2024

Reported admin expense ratio · 2024
0.10%

Augusta Health Care reported $131,211 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. 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 0.23% to 0.10%. 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 195th-largest of 2,266 plans among Virginia employers on file, and the 796th of 11,911 in health care & social assistance. active participation has grown from 2,542 to 2,836 since 2022.

Plan summary
Net assets, end of year$149,299,094
Participants with balances3,370
Active participants2,836
Employer contributions—
Employee contributions$16,658,882
Employer contribution per active participant—
Average account balance$44,302
Benefits paid to participants$13,418,510
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$149.3M · 3,370 accts
2023$126.1M · 3,268 accts
2022$100.8M · 3,056 accts
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
PRUDENTIAL RETIREMENT INSURANCE · Claims processing · Recordkeeping$131,211

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

Recordkeeper by year2
2024Prudential
2023Prudential

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

Administrative cost history3
2024$131,211 · 0.10%
2023$257,362 · 0.23%
2022$247,762 · 0.23%
All plans at this employer2
AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN403(b)
AUGUSTA HEALTH CARE 403B PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Loudon Medical Group, P.C. VA$199.6M · 0.17%
Capital Vision Services, LLC VA$194.2M · 0.24%
Mhm Services, Inc. VA$188.9M · 0.11%
Servicesource, Inc. VA$124.5M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541453954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.