Plan Ledger DOL Form 5500 · updated monthly

Community Behavioral Health403(b)

COMMUNITY BEHAVIORAL HEALTH 403(B) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Community Behavioral Health reported $365,344 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,504 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 fell from 0.56% to 0.50%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 565th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,297th of 11,911 in health care & social assistance. In 2024, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$79,220,569
Participants with balances733
Active participants588
Employer contributions$3,236,472
Employee contributions$3,624,996
Employer contribution per active participant$5,504
Average account balance$108,077
Benefits paid to participants$5,359,047
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$79.2M · 733 accts · $3.2M emplr
2023$68.3M · 824 accts · $2.9M emplr
2022$56.3M · 717 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$351,156
Investment management$14,188
Total administrative$365,344
The Community Behavioral Health 401(k) match · 2024
Employer contribution per active participant$5,504
Median for plans this size$3,635
2024$5,504 per active participant
2023$4,906 per active participant
2022$4,509 per active participant

Community Behavioral Health's 2024 employer contribution ran above the $3,635 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 · 20242
GREAT-WEST LIFE & ANNUITY · Recordkeeping · Loan processing$180,932
EQUITABLE FINANCIAL LIFE INSURANCE · Loan processingindirect comp

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

Recordkeeper by year2
2024GREAT-WEST LIFE & ANNUITY
2023GREAT-WEST LIFE & ANNUITY

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

Administrative cost history3
2024$365,344 · 0.50%
2023$302,989 · 0.49%
2022$345,608 · 0.56%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Wayne Memorial Hospital PA$78.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232766661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.