Plan Ledger DOL Form 5500 · updated monthly

Diocese of Youngstown Catholic Charities CorporationDC plan

403(B) THRIFT PLAN OF DIOCESE OF YOUNGSTOWN CATHOLIC CHARITIES CORPORATION · YOUNGSTOWN, OH · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Diocese of Youngstown Catholic Charities Corporation reported $649 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $968 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 Ohio (3,016th of 3,295), and 10,039th of 11,911 in health care & social assistance. In 2022, the employer put in $1.24 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,012,264
Participants with balances95
Active participants104
Employer contributions$100,691
Employee contributions$81,268
Employer contribution per active participant$968
Average account balance$21,182
Benefits paid to participants$242,135
Plan auditUnmodified (clean) audit opinion
AuditorMALONEY & NOVOTNY
Employer contributions to the Diocese of Youngstown Catholic Charities Corporation plan · 2022
Employer contribution per active participant$968
Median for plans this size$1,114

Diocese of Youngstown Catholic Charities Corporation's 2022 employer contribution ran below 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$649 · 0.03%
Similar plansHealth Care & Social Assistance · Ohio
Dearth Management, Inc. OH$2.1M · 0.06%
Syntero OH$2.1M · 1.33%
Slovene Home for the Aged OH$2.1M · 1.05%
Anne Grady Corporation OH$1.9M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341896981 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.