Plan Ledger DOL Form 5500 · updated monthly

Brockie Healthcare401(k)

BROCKIE HEALTHCARE, INC. EMPLOYEE'S RETIREMENT PLAN · YORK, PA · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Brockie Healthcare reported $20,119 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,200 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 0.06% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,270th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,977th of 11,911 in health care & social assistance. In 2022, employees put in $3.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,200,421
Participants with balances497
Active participants94
Employer contributions$112,838
Employee contributions$341,709
Employer contribution per active participant$1,200
Average account balance$54,729
Benefits paid to participants$8,248,691
Plan auditUnmodified (clean) audit opinion
AuditorROSS, BUEHLER, FALK AND CO,, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$26.8M · 425 accts · $95K emplr
2023$26.7M · 441 accts · $96K emplr
2022$27.2M · 497 accts · $113K emplr
Administrative expenses, itemized · 2022
Investment management$6,927
Total administrative$20,119
The Brockie Healthcare 401(k) match · 2022
Employer contribution per active participant$1,200
Median for plans this size$2,266
2024$1,022 per active participant
2023$1,091 per active participant
2022$1,200 per active participant

Brockie Healthcare's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$28,642 · 0.11%
2023$7,365 · 0.03%
2022$20,119 · 0.06%
Similar plansHealth Care & Social Assistance · Pennsylvania
Quality Life Services PA$28.6M · 0.68%
Primecare Medical, Inc. PA$26.5M · 0.23%
Living Branches PA$26.5M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232245287 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.