Plan Ledger DOL Form 5500 · updated monthly

Community Home Health & Hospice403(b)

COMMUNITY HOME HEALTH & HOSPICE TAX SHELTERED ANNUITY PLAN · LONGVIEW, WA · plan year 2022

Reported admin expense ratio · 2022
0.96%

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

Community Home Health & Hospice reported $87,008 in plan administrative expenses for 2022: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $19,997 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 has held roughly steady near 0.962%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,149th of 1,714), and 6,226th of 11,911 in health care & social assistance. In 2022, employees put in $9.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,557,455
Participants with balances134
Active participants2
Employer contributions$39,993
Employee contributions$397,891
Employer contribution per active participant$19,997
Average account balance$63,862
Benefits paid to participants$2,898,280
Plan auditDisclaimer of opinion
AuditorHOWELL STRACZEK LLC
Plan history2
Yearassets · accounts · employer contribution
2023$7.9M · 94 accts
2022$8.6M · 134 accts · $40K emplr
Employer contributions to the Community Home Health & Hospice plan · 2022
Employer contribution per active participant$19,997
Median for plans this size$1,114

Community Home Health & Hospice's 2022 employer contribution ran above the $1,114 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.

Administrative cost history2
2023$78,931 · 0.96%
2022$87,008 · 0.96%
Similar plansHealth Care & Social Assistance · Washington
Aesthetic Physicians P.C. WA$9.2M · 0.79%
Treehouse WA$9.1M · 0.08%
Sound Generations WA$9.0M · 0.35%
Atlas Dental Group LLC WA$8.5M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911399370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.