Plan Ledger DOL Form 5500 · updated monthly

Community Mental Health Center401(k)

EMPLOYEE BENEFIT PLAN OF COMMUNITY MENTAL HEALTH CENTERS OF WARREN COUNTY, INC. · LEBANON, OH · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Community Mental Health Center reported $1,549 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $460 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 0.03% to 0.04%. 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 (2,699th of 3,295), and 8,584th of 11,911 in health care & social assistance. In 2024, employees put in $3.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,954,847
Participants with balances147
Active participants68
Employer contributions$31,312
Employee contributions$104,963
Employer contribution per active participant$460
Average account balance$26,904
Benefits paid to participants$534,939
Plan auditUnmodified (clean) audit opinion
AuditorMATTHEW J SCARR, CPA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 147 accts · $31K emplr
2023$3.8M · 158 accts · $44K emplr
2022$3.4M · 175 accts · $54K emplr
The Community Mental Health Center 401(k) match · 2024
Employer contribution per active participant$460
Median for plans this size$1,313
2024$460 per active participant
2023$650 per active participant
2022$800 per active participant

Community Mental Health Center'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$2,173

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$1,549 · 0.04%
2023$532 · 0.01%
2022$1,193 · 0.03%
Similar plansHealth Care & Social Assistance · Ohio
Leads, Inc OH$4.0M · 0.13%
Edm Management, Inc. OH$3.9M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311138311 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.