Plan Ledger DOL Form 5500 · updated monthly

Catholic Facilities Operatiing LLC dba Catholic Health Facilities401(k)

CATHOLIC HEALTH GROUP 401(K) PLAN · LANSDALE, PA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Catholic Facilities Operatiing LLC dba Catholic Health Facilities reported $21,858 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $161 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 fell from 0.58% to 0.48%. 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 Pennsylvania (2,891st of 3,651), and 7,976th of 11,911 in health care & social assistance. In 2024, employees put in $3.01 for every $1.00 the employer contributed; active participation has grown from 771 to 958 since 2022.

Plan summary
Net assets, end of year$4,890,115
Participants with balances242
Active participants958
Employer contributions$153,951
Employee contributions$463,179
Employer contribution per active participant$161
Average account balance$20,207
Benefits paid to participants$197,512
Plan auditUnmodified (clean) audit opinion
AuditorHMM & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 242 accts · $154K emplr
2023$4.1M · 249 accts · $132K emplr
2022$3.5M · 240 accts · $108K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,458
Total administrative$21,858
The Catholic Facilities Operatiing LLC dba Catholic Health Facilities 401(k) match · 2024
Employer contribution per active participant$161
Median for plans this size$1,313
2024$161 per active participant
2023$162 per active participant
2022$140 per active participant

Catholic Facilities Operatiing LLC dba Catholic Health Facilities's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUNTZ FINANCIALindirect 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$21,858 · 0.48%
2023$34,126 · 0.90%
2022$22,244 · 0.58%
Similar plansHealth Care & Social Assistance · Pennsylvania
Caring People Alliance PA$4.9M · 0.94%
One Senior Care, Inc. PA$4.9M · 0.95%
Evergreen Homes Inc. PA$4.9M · 0.01%
Centre Care, Inc. PA$4.8M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810772438 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.