Plan Ledger DOL Form 5500 · updated monthly

Cleveland Area Hospital Holdings401(k)

CLEVELAND AREA HOSPITAL RETIREMENT PLAN · CLEVELAND, OK · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Cleveland Area Hospital Holdings reported $25,894 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $1,106 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 0.50% to 0.56%. 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 Oklahoma (540th of 724), and 7,836th of 11,911 in health care & social assistance. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 183 to 210 since 2022.

Plan summary
Net assets, end of year$5,142,727
Participants with balances134
Active participants210
Employer contributions$232,291
Employee contributions$451,473
Employer contribution per active participant$1,106
Average account balance$38,379
Benefits paid to participants$153,984
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 134 accts · $232K emplr
2023$4.0M · 130 accts · $248K emplr
2022$2.8M · 112 accts · $226K emplr
Administrative expenses, itemized · 2024
Investment management$25,894
Total administrative$25,894
The Cleveland Area Hospital Holdings 401(k) match · 2024
Employer contribution per active participant$1,106
Median for plans this size$1,313
2024$1,106 per active participant
2023$1,209 per active participant
2022$1,237 per active participant

Cleveland Area Hospital Holdings'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 · 20241
EDWARD JONES · Recordkeeping · Trustee$20,408

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Edward Jones
2023ADP, Edward Jones

This plan has changed recordkeepers within these filings. If you left Cleveland Area Hospital Holdings before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$25,894 · 0.56%
2023$17,262 · 0.51%
2022$11,727 · 0.50%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
Epworth Living, Inc. OK$5.1M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263778478 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.