Plan Ledger DOL Form 5500 · updated monthly

Health Partners of Western Ohio403(b)

HEALTH PARTNERS OF WESTERN OHIO 403(B) PLAN · LIMA, OH · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Health Partners of Western Ohio reported $26,905 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,445 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 0.11% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,581st-largest of 3,295 plans among Ohio employers on file, and the 4,435th of 11,911 in health care & social assistance. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 414 to 524 since 2022.

Plan summary
Net assets, end of year$15,258,725
Participants with balances596
Active participants524
Employer contributions$757,032
Employee contributions$1,581,819
Employer contribution per active participant$1,445
Average account balance$25,602
Benefits paid to participants$1,938,102
Plan auditUnmodified (clean) audit opinion
AuditorREA AND ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$15.3M · 596 accts · $757K emplr
2023$12.8M · 647 accts · $834K emplr
2022$9.4M · 553 accts · $499K emplr
Employer contributions to the Health Partners of Western Ohio plan · 2024
Employer contribution per active participant$1,445
Median for plans this size$2,416
2024$1,445 per active participant
2023$1,759 per active participant
2022$1,206 per active participant

Health Partners of Western Ohio's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$26,905 · 0.19%
2023$10,485 · 0.09%
2022$10,578 · 0.11%
Similar plansHealth Care & Social Assistance · Ohio
Eci, Inc. OH$16.2M · 0.00%
Area Agency on Aging, PSA2 OH$16.0M · 0.72%
Mid-Ohio Foodbank OH$14.9M · 0.56%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 562330309 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.