Plan Ledger DOL Form 5500 · updated monthly

Caring Heart Home Health Agency401(k)

CARING HEART HOME HEALTH AGENCY · COLUMBUS, OH · plan year 2023

Reported admin expense ratio · 2023
2.06%

Caring Heart Home Health Agency reported $768 in plan administrative expenses for 2023: 2.06% of average plan assets, above 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 1 year on file its reported administrative ratio rose from 0.71% to 2.06%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (3,281st of 3,295), and 11,841st of 11,911 in health care & social assistance. active participation has grown from 5 to 12 since 2021.

Plan summary
Net assets, end of year$45,044
Participants with balances13
Active participants12
Employer contributions—
Employee contributions$38,797
Employer contribution per active participant—
Average account balance$3,465
Benefits paid to participants$31,212
Plan history3
Yearassets · accounts · employer contribution
2023$45K · 13 accts
2022$29K · 12 accts
2021$2K · 5 accts
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2023$768 · 2.06%
2022$113 · 0.71%
2021Not separately reported
Similar plansHealth Care & Social Assistance · Ohio
Safe and Secure Homecare OH$90K · 0.36%
Earley & Ross LTD OH$9K · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260784608 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.