Plan Ledger DOL Form 5500 · updated monthly

Beechwood Home401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF BEECHWOOD HOME · CINCINNATI, OH · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Beechwood Home reported $323 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $911 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 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,620th of 3,295), and 8,258th of 11,911 in health care & social assistance. In 2022, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,437,670
Participants with balances61
Active participants126
Employer contributions$114,783
Employee contributions$209,992
Employer contribution per active participant$911
Average account balance$72,749
Benefits paid to participants$224,047
Plan auditUnmodified (clean) audit opinion
AuditorMELLOTT & MELLOTT P.L.L.
The Beechwood Home 401(k) match · 2022
Employer contribution per active participant$911
Median for plans this size$1,114

Beechwood Home's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$323 · 0.01%
Similar plansHealth Care & Social Assistance · Ohio
The Village at Marymount OH$4.5M · 0.12%
Jag Healthcare, Inc. OH$4.5M · 0.08%
Levering Management Inc. OH$4.4M · 0.38%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 310537069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.