Plan Ledger DOL Form 5500 · updated monthly

Delta Health Center, Inc.401(k)

DELTA HEALTH CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST · MOUND BAYOU, MS · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Delta Health Center, Inc. reported $9,939 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,131 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 3 years on file its reported administrative ratio has held roughly steady near 0.246%. 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 Mississippi (254th of 367), and 8,324th of 11,911 in health care & social assistance. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has shrunk from 149 to 125 since 2022.

Plan summary
Net assets, end of year$4,315,149
Participants with balances119
Active participants125
Employer contributions$266,368
Employee contributions$543,367
Employer contribution per active participant$2,131
Average account balance$36,262
Benefits paid to participants$679,768
Plan auditUnmodified (clean) audit opinion
AuditorT. E. LOTT & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 119 accts · $266K emplr
2023$3.8M · 108 accts · $195K emplr
2022$2.8M · 104 accts · $155K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,939
Total administrative$9,939
The Delta Health Center, Inc. 401(k) match · 2024
Employer contribution per active participant$2,131
Median for plans this size$1,313
2024$2,131 per active participant
2023$1,163 per active participant
2022$1,041 per active participant

Delta Health Center, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ALLSTATE FINANCIAL SERVICES LLCindirect comp

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

Administrative cost history3
2024$9,939 · 0.25%
2023$6,812 · 0.21%
2022$7,413 · 0.25%
Same employer
Similar plansHealth Care & Social Assistance · Mississippi
Kih Management, LLC MS$4.9M · 0.03%
St. Luke Foundation MS$4.3M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640443928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.