Plan Ledger DOL Form 5500 · updated monthly

Catholic Social Services of the Miami Valley401(k)

CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY 401(K) PLAN · DAYTON, OH · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Catholic Social Services of the Miami Valley reported $1,750 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $663 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 other services employers. By assets it is among the smaller plans on file in Ohio (2,825th of 3,295), and 2,631st of 3,341 in other services. In 2022, employees put in $3.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,177,238
Participants with balances98
Active participants99
Employer contributions$65,635
Employee contributions$239,914
Employer contribution per active participant$663
Average account balance$32,421
Benefits paid to participants$255,204
Plan auditUnmodified (clean) audit opinion
AuditorKENTNER SELLERS LLP
Administrative expenses, itemized · 2022
Professional / advisory$1,750
Total administrative$1,750
The Catholic Social Services of the Miami Valley 401(k) match · 2022
Employer contribution per active participant$663
Median for plans this size$1,114

Catholic Social Services of the Miami Valley'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$1,750 · 0.05%
Similar plansOther Services · Ohio
Red Oak Behavioral Health OH$3.4M · 1.08%
Goodwill Columbus OH$3.2M · 1.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310536645 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.