Plan Ledger DOL Form 5500 · updated monthly

Columbus Orthopaedic Clinic, P.A.401(k)

COLUMBUS ORTHOPAEDIC CLINIC, P. A. 401(K) PLAN · COLUMBUS, MS · plan year 2022

Reported admin expense ratio · 2022
0.92%

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

Columbus Orthopaedic Clinic, P.A. reported $108,493 in plan administrative expenses for 2022: 0.92% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,953 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 0.92% to 1.01%. 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 the 157th-largest of 367 plans among Mississippi employers on file, and the 5,370th of 11,911 in health care & social assistance. In 2022, the employer put in $1.40 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$11,234,115
Participants with balances151
Active participants95
Employer contributions$565,514
Employee contributions$403,220
Employer contribution per active participant$5,953
Average account balance$74,398
Benefits paid to participants$611,977
Plan auditUnmodified (clean) audit opinion
AuditorNAIL MCKINNEY PROFESSIONAL ASSOC.
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 153 accts · $682K emplr
2023$11.2M · 118 accts · $606K emplr
2022$11.2M · 151 accts · $566K emplr
The Columbus Orthopaedic Clinic, P.A. 401(k) match · 2022
Employer contribution per active participant$5,953
Median for plans this size$2,266
2024$6,196 per active participant
2023$6,005 per active participant
2022$5,953 per active participant

Columbus Orthopaedic Clinic, P.A.'s 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$105,667 · 1.01%
2023$97,101 · 0.87%
2022$108,493 · 0.92%
Similar plansHealth Care & Social Assistance · Mississippi

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Source: U.S. Department of Labor, Form 5500 series, EIN 640934204 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.