Plan Ledger DOL Form 5500 · updated monthly

Charles Cole Memorial Hospital403(b)

CHARLES COLE MEMORIAL HOSPITAL RETIREMENT SAVINGS PLAN · COUDERSPORT, PA · plan year 2022

Reported admin expense ratio · 2022
0.42%

Charles Cole Memorial Hospital reported $69,930 in plan administrative expenses for 2022: 0.42% 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 2 years on file its reported administrative ratio rose from 0.42% to 0.55%. 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 among the smaller plans on file in Pennsylvania (1,828th of 3,651), and the 4,437th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$15,248,960
Participants with balances232
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$65,728
Benefits paid to participants$591,394
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 210 accts
2023$14.9M · 227 accts
2022$15.2M · 232 accts
Administrative expenses, itemized · 2022
Investment management$22,573
Professional / advisory$47,357
Total administrative$69,930
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$78,939 · 0.55%
2023$62,841 · 0.42%
2022$69,930 · 0.42%
Similar plansHealth Care & Social Assistance · Pennsylvania
Waverly Senior Services PA$15.3M · 0.03%
Ccn America, LP PA$15.3M · 0.39%
The Guidance Center PA$15.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 240802108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.