Plan Ledger DOL Form 5500 · updated monthly

Englewood Healthcare Enterprises, Inc.401(k)

ENGLEWOOD HEALTHCARE ENTERPRISES, INC. 401(K) PLAN · ENGLEWOOD, NJ · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Englewood Healthcare Enterprises, Inc. reported $34,140 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $271 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 fell from 0.48% to 0.42%. 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 New Jersey (1,569th of 2,419), and 5,963rd of 11,911 in health care & social assistance. In 2024, employees put in $8.19 for every $1.00 the employer contributed; active participation has grown from 472 to 640 since 2022.

Plan summary
Net assets, end of year$9,253,155
Participants with balances455
Active participants640
Employer contributions$173,516
Employee contributions$1,421,474
Employer contribution per active participant$271
Average account balance$20,337
Benefits paid to participants$395,592
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 455 accts · $174K emplr
2023$6.9M · 409 accts · $146K emplr
2022$4.9M · 343 accts · $118K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,140
Total administrative$34,140
The Englewood Healthcare Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$271
Median for plans this size$1,313
2024$271 per active participant
2023$252 per active participant
2022$249 per active participant

Englewood Healthcare Enterprises, Inc.'s 2024 employer contribution ran below the $1,313 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$34,140
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$34,140 · 0.42%
2023$27,144 · 0.46%
2022$23,171 · 0.48%
Similar plansHealth Care & Social Assistance · New Jersey
Cape Atlantic Ink Inc NJ$8.9M · 0.51%
The Arc of Monmouth, Inc. NJ$8.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222872393 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.