Plan Ledger DOL Form 5500 · updated monthly

Health West, Inc.403(b)

HEALTH WEST, INC. 403(B) RETIREMENT PLAN · POCATELLO, ID · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

Health West, Inc. reported $83,541 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,266 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 fell from 1.09% to 0.85%. 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 the 161st-largest of 349 plans among Idaho employers on file, and the 5,336th of 11,911 in health care & social assistance. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 193 to 303 since 2022.

Plan summary
Net assets, end of year$11,354,466
Participants with balances350
Active participants303
Employer contributions$989,676
Employee contributions$1,421,455
Employer contribution per active participant$3,266
Average account balance$32,441
Benefits paid to participants$642,201
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 350 accts · $990K emplr
2023$8.2M · 321 accts · $769K emplr
2022$5.8M · 225 accts · $452K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,618
Investment management$34,923
Total administrative$83,541
Employer contributions to the Health West, Inc. plan · 2024
Employer contribution per active participant$3,266
Median for plans this size$1,313
2024$3,266 per active participant
2023$2,497 per active participant
2022$2,342 per active participant

Health West, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$48,618
ARBOR POINT ADVISORS, LLC · Investment advisory (plan)$24,979
ECHELON GROUP INC · Investment advisory (plan)$9,944

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 Standard
2023The Standard

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

Administrative cost history3
2024$83,541 · 0.85%
2023$75,527 · 1.08%
2022$63,237 · 1.09%
Same employer
Similar plansHealth Care & Social Assistance · Idaho
Jannus, Inc. ID$13.4M · 0.39%
Health Services, LLC ID$7.1M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820324100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.