Plan Ledger DOL Form 5500 · updated monthly

Commonwealth Home Health, Inc.401(k)

COMMONWEALTH HOME HEALTH, INC. 401(K) PLAN · SOUTH BOSTON, VA · plan year 2022

Reported admin expense ratio · 2022
0.72%

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

Commonwealth Home Health, Inc. reported $838 in plan administrative expenses for 2022: 0.72% of average plan assets, below the peer median. Employer contributions averaged $241 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (2,252nd of 2,266), and 11,764th of 11,911 in health care & social assistance. In 2022, employees put in $1.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$115,641
Participants with balances26
Active participants148
Employer contributions$35,665
Employee contributions$58,771
Employer contribution per active participant$241
Average account balance$4,448
Plan auditUnmodified (clean) audit opinion
AuditorMARSHALL JONES
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$838
Total administrative$838
The Commonwealth Home Health, Inc. 401(k) match · 2022
Employer contribution per active participant$241
Median for plans this size$331

Commonwealth Home Health, Inc.'s 2022 employer contribution ran below the $331 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$838 · 0.72%
Similar plansHealth Care & Social Assistance · Virginia
Love Thy Neighbor LLC VA$131K · 2.00%
Capstone Counseling LLC VA$102K · 1.56%
The Woodland, Inc. VA$63K · 0.41%
Teb Ches, Inc. VA$54K · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541330736 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.