Plan Ledger DOL Form 5500 · updated monthly

Epworth Living, Inc.401(k)

EPWORTH LIVING, INC. 401(K) RETIREMENT PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Epworth Living, Inc. reported $19,401 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $321 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 0.40%. 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 Oklahoma (541st of 724), and 7,839th of 11,911 in health care & social assistance. In 2024, employees put in $3.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,135,603
Participants with balances141
Active participants326
Employer contributions$104,732
Employee contributions$319,881
Employer contribution per active participant$321
Average account balance$36,423
Benefits paid to participants$542,663
Plan auditUnmodified (clean) audit opinion
AuditorHOGANTAYLORLLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 141 accts · $105K emplr
2023$4.6M · 142 accts · $90K emplr
2022$4.1M · 146 accts · $78K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,311
Investment management$5,813
Trustee / custodial$12,277
Total administrative$19,401
The Epworth Living, Inc. 401(k) match · 2024
Employer contribution per active participant$321
Median for plans this size$1,313
2024$321 per active participant
2023$275 per active participant
2022$260 per active participant

Epworth Living, 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 · 20241
THE TRUST COMPANY OF OKLAHOMA · Recordkeeping · Trustee$19,402

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

Recordkeeper by year2
2024THE TRUST COMPANY OF OKLAHOMA
2023THE TRUST COMPANY OF OKLAHOMA

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

Administrative cost history3
2024$19,401 · 0.40%
2023$17,020 · 0.39%
2022$17,699 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma

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Source: U.S. Department of Labor, Form 5500 series, EIN 462849151 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.