Plan Ledger DOL Form 5500 · updated monthly

Aurelia Osborn Fox Memorial HospitalProfit-sharing plan

THE RETIREMENT PLAN FOR EMPLOYEES OF AURELIA OSBORN FOX MEMORIAL HOSPITAL · ONEONTA, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Aurelia Osborn Fox Memorial Hospital reported $17,909 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,647 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 0.025% to 0.031%. 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 1,207th-largest of 5,648 plans among New York employers on file, and the 1,627th of 11,911 in health care & social assistance. In 2024, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$59,560,070
Participants with balances1,404
Active participants576
Employer contributions$1,524,877
Employee contributions$2,246,205
Employer contribution per active participant$2,647
Average account balance$42,422
Benefits paid to participants$7,269,197
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$59.6M · 1,404 accts · $1.5M emplr
2023$56.2M · 1,360 accts · $928K emplr
2022$52.0M · 1,385 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Investment management$17,909
Total administrative$17,909
Employer contributions to the Aurelia Osborn Fox Memorial Hospital plan · 2024
Employer contribution per active participant$2,647
Median for plans this size$3,635
2024$2,647 per active participant
2023$1,792 per active participant
2022$2,589 per active participant

Aurelia Osborn Fox Memorial Hospital'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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$17,909
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$17,909 · 0.03%
2023$15,393 · 0.03%
2022$14,925 · 0.03%
Similar plansHealth Care & Social Assistance · New York
People, Inc. NY$60.8M · 0.34%
Acld, Inc. NY$59.9M · 0.48%
The McGuire Group NY$58.3M · 0.27%
Northwell Health Inc. NY$58.1M · 0.04%
Young Adult Institute, Inc. NY$57.7M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 150539039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.