Plan Ledger DOL Form 5500 · updated monthly

Health Care Center for the Hom401(k)

403(B) THRIFT PLAN OF HEALTH CARE CENTER FOR THE HOMELESS, INC. · ORLANDO, FL · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Health Care Center for the Hom reported $229 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $798 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 1 year on file its reported administrative ratio rose from 0.009% to 0.011%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,012th of 3,644), and 9,692nd of 11,911 in health care & social assistance. In 2023, employees put in $2.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,423,038
Participants with balances97
Active participants152
Employer contributions$121,343
Employee contributions$275,921
Employer contribution per active participant$798
Average account balance$24,980
Benefits paid to participants$125,684
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.4M · 97 accts · $121K emplr
2022$1.8M · 99 accts · $124K emplr
The Health Care Center for the Hom 401(k) match · 2023
Employer contribution per active participant$798
Median for plans this size$1,308
2023$798 per active participant
2022$958 per active participant

Health Care Center for the Hom's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$215

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

Administrative cost history2
2023$229 · 0.01%
2022$162 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Medical Life, Inc. FL$2.5M · 0.28%
Pine Castle, Inc. FL$2.5M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593185020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.