Plan Ledger DOL Form 5500 · updated monthly

Englewood Hospital and Medical Center403(b)

RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER · ENGLEWOOD, NJ · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Englewood Hospital and Medical Center reported $269,397 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $1,422 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 0.06% to 0.08%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 161st-largest of 2,419 plans among New Jersey employers on file, and the 442nd of 11,911 in health care & social assistance. In 2024, employees put in $3.70 for every $1.00 the employer contributed; active participation has grown from 3,269 to 3,619 since 2022.

Plan summary
Net assets, end of year$341,779,089
Participants with balances2,793
Active participants3,619
Employer contributions$5,147,227
Employee contributions$19,068,277
Employer contribution per active participant$1,422
Average account balance$122,370
Benefits paid to participants$20,930,930
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$341.8M · 2,793 accts · $5.1M emplr
2023$294.0M · 2,600 accts · $4.6M emplr
2022$243.6M · 2,497 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$269,397
Total administrative$269,397
Employer contributions to the Englewood Hospital and Medical Center plan · 2024
Employer contribution per active participant$1,422
Median for plans this size$4,294
2024$1,422 per active participant
2023$1,353 per active participant
2022$1,295 per active participant

Englewood Hospital and Medical Center's 2024 employer contribution ran below the $4,294 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$269,398
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$269,397 · 0.08%
2023$249,345 · 0.09%
2022$171,782 · 0.06%
All plans at this employer2
RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL & MEDICAL CENTER403(b)
RETIREMENT INCOME PLAN OF ENGLEWOOD HOSPITAL AND MEDICAL CENTER 401A401(k)
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Advocare, LLC NJ$418.8M · 0.16%
Hunterdon Healthcare System NJ$235.6M · 0.26%
Orthonj, LLC NJ$173.7M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221487173 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.