Plan Ledger DOL Form 5500 · updated monthly

Calcutta Health Care Center401(k)

INSPIRA HEALTH GROUP 401(K) RETIREMENT PLAN · CALCUTTA, OH · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Calcutta Health Care Center reported $17,417 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $741 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 0.12% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,292nd of 3,295), and 6,830th of 11,911 in health care & social assistance. In 2024, employees put in $2.19 for every $1.00 the employer contributed; active participation has grown from 295 to 371 since 2022.

Plan summary
Net assets, end of year$7,082,962
Participants with balances128
Active participants371
Employer contributions$274,792
Employee contributions$601,875
Employer contribution per active participant$741
Average account balance$55,336
Benefits paid to participants$182,214
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 128 accts · $275K emplr
2023$5.6M · 120 accts · $261K emplr
2022$4.6M · 150 accts · $238K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,417
Total administrative$17,417
The Calcutta Health Care Center 401(k) match · 2024
Employer contribution per active participant$741
Median for plans this size$1,313
2024$741 per active participant
2023$743 per active participant
2022$806 per active participant

Calcutta Health Care Center's 2024 employer contribution ran below the $1,313 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
THE VANGUARD GROUP · Contract administrator$14,260
M2B RETIREMENT CONSULTING, LLC · Contract administrator · Other services$3,700

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$17,417 · 0.27%
2023$12,077 · 0.24%
2022$5,994 · 0.12%
Similar plansHealth Care & Social Assistance · Ohio

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Source: U.S. Department of Labor, Form 5500 series, EIN 341790552 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.