Plan Ledger DOL Form 5500 · updated monthly

Extendicare, Inc.401(k)

EXTENDICARE, INC. 401(K) RETIREMENT PLAN · DOTHAN, AL · plan year 2022

Reported admin expense ratio · 2022
0.10%

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

Extendicare, Inc. reported $2,200 in plan administrative expenses for 2022: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $192 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 Alabama (794th of 902), and 9,970th of 11,911 in health care & social assistance. In 2022, employees put in $3.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,105,356
Participants with balances92
Active participants234
Employer contributions$44,833
Employee contributions$141,174
Employer contribution per active participant$192
Average account balance$22,884
Benefits paid to participants$84,189
Plan auditUnmodified (clean) audit opinion
AuditorBEVIS,EBERHART,BROWNING,WALKER&STEW
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,200
Total administrative$2,200
The Extendicare, Inc. 401(k) match · 2022
Employer contribution per active participant$192
Median for plans this size$1,114

Extendicare, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,200 · 0.10%
Similar plansHealth Care & Social Assistance · Alabama
McBh, LLC AL$2.0M · 1.09%
St. Martin's-In-The-Pines AL$1.8M · 0.37%
Southern Springs AL$1.8M · 1.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 630771566 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.