Council on Aging of Southwestern Ohio, Inc.Money purchase plan
COUNCIL ON AGING OF SOUTHWESTERN OHIO, INC. RETIREMENT PLAN · BLUE ASH, OH · plan year 2024
Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works
Council on Aging of Southwestern Ohio, Inc. reported $9,901 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,264 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 0.02% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,262nd-largest of 3,295 plans among Ohio employers on file, and the 1,010th of 3,341 in other services. active participation has grown from 252 to 280 since 2022.
Council on Aging of Southwestern Ohio, Inc.'s 2024 employer contribution ran above the $2,416 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 310807186 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.