Plan Ledger DOL Form 5500 · updated monthly

Columbiana County Mental Health Clinic401(k)

COLUMBIANA COUNTY MENTAL HEALTH CLINIC 403B THRIFT PLAN · LISBON, OH · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Columbiana County Mental Health Clinic reported $1,080 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $408 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 0.028% to 0.034%. 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 Ohio (2,794th of 3,295), and 8,975th of 11,911 in health care & social assistance. In 2024, employees put in $2.73 for every $1.00 the employer contributed; active participation has grown from 133 to 157 since 2022.

Plan summary
Net assets, end of year$3,394,086
Participants with balances139
Active participants157
Employer contributions$63,997
Employee contributions$174,748
Employer contribution per active participant$408
Average account balance$24,418
Benefits paid to participants$175,408
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 139 accts · $64K emplr
2023$3.0M · 142 accts · $59K emplr
2022$2.6M · 149 accts · $52K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,080
Total administrative$1,080
The Columbiana County Mental Health Clinic 401(k) match · 2024
Employer contribution per active participant$408
Median for plans this size$1,313
2024$408 per active participant
2023$404 per active participant
2022$393 per active participant

Columbiana County Mental Health Clinic'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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,700

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,080 · 0.03%
2023$680 · 0.02%
2022$789 · 0.03%
Similar plansHealth Care & Social Assistance · Ohio
Elmwood of Fremont, LTD. OH$3.4M · 0.09%
The Kemper Company OH$3.4M · 0.79%
Care Alliance OH$3.3M · 0.88%
Lbk Health Care, Inc. OH$3.2M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341417161 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.