Plan Ledger DOL Form 5500 · updated monthly

Delta Community Supports, Inc.Stock bonus plan

THE DELTA PENSION PLAN · BLUE BELL, PA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Delta Community Supports, Inc. reported $120,561 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,028 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 0.20% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,337th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,155th of 11,911 in health care & social assistance. In 2024, employees put in $2.24 for every $1.00 the employer contributed; active participation has shrunk from 553 to 494 since 2022.

Plan summary
Net assets, end of year$25,041,383
Participants with balances630
Active participants494
Employer contributions$507,988
Employee contributions$1,136,239
Employer contribution per active participant$1,028
Average account balance$39,748
Benefits paid to participants$2,788,774
Plan auditUnmodified (clean) audit opinion
AuditorYOUNG, OAKES, BROWN & CO. PC
Plan history3
Yearassets · accounts · employer contribution
2024$25.0M · 630 accts · $508K emplr
2023$22.9M · 726 accts · $544K emplr
2022$22.6M · 763 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,769
Investment management$59,792
Total administrative$120,561
Employer contributions to the Delta Community Supports, Inc. plan · 2024
Employer contribution per active participant$1,028
Median for plans this size$2,416
2024$1,028 per active participant
2023$1,072 per active participant
2022$2,092 per active participant

Delta Community Supports, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$60,769
BLB & B ADVISORS, LLC · Investment advisory (plan)$59,792

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

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

Administrative cost history3
2024$120,561 · 0.50%
2023$93,195 · 0.41%
2022$50,881 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Lifepath, Inc. PA$25.4M · 0.42%
Horizon House, Inc. PA$24.8M · 0.24%
Inglis Foundation PA$24.8M · 0.31%
The Mennonite Home PA$24.5M · 0.32%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 232016631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.