Plan Ledger DOL Form 5500 · updated monthly

Deer Lodge Medical Center403(b)

DEER LODGE MEDICAL CENTER 403(B) RETIREMENT PLAN · DEER LODGE, MT · plan year 2022

Reported admin expense ratio · 2022
0.11%

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

Deer Lodge Medical Center reported $3,412 in plan administrative expenses for 2022: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,540 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 $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 Montana (196th of 229), and 9,202nd of 11,911 in health care & social assistance. In 2022, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,073,650
Participants with balances87
Active participants137
Employer contributions$210,993
Employee contributions$399,474
Employer contribution per active participant$1,540
Average account balance$35,329
Benefits paid to participants$115,836
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Administrative expenses, itemized · 2022
Investment management$3,412
Total administrative$3,412
Employer contributions to the Deer Lodge Medical Center plan · 2022
Employer contribution per active participant$1,540
Median for plans this size$1,114

Deer Lodge Medical Center's 2022 employer contribution ran above the $1,114 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$3,412 · 0.11%
Similar plansHealth Care & Social Assistance · Montana
Flathead Industries MT$4.0M · 0.33%
Center for Mental Health MT$3.3M · 1.46%
Youth Dynamics, Inc. MT$2.8M · 0.77%
West Mont MT$1.8M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810469886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.