Plan Ledger DOL Form 5500 · updated monthly

Healthalliance Hospital - Mary's Avenue Campus403(b)

HEALTHALLIANCE 403(B) PLAN · KINGSTON, NY · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Healthalliance Hospital - Mary's Avenue Campus reported $177,688 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $1,408 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 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 778th-largest of 5,648 plans among New York employers on file, and the 1,075th of 11,911 in health care & social assistance. In 2024, employees put in $2.83 for every $1.00 the employer contributed; active participation has grown from 1,107 to 1,286 since 2022.

Plan summary
Net assets, end of year$103,117,855
Participants with balances1,524
Active participants1,286
Employer contributions$1,810,216
Employee contributions$5,125,420
Employer contribution per active participant$1,408
Average account balance$67,663
Benefits paid to participants$9,010,803
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$103.1M · 1,524 accts · $1.8M emplr
2023$91.8M · 1,364 accts · $1.6M emplr
2022$78.6M · 1,169 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$170,844
Investment management$6,844
Total administrative$177,688
The Healthalliance Hospital - Mary's Avenue Campus 401(k) match · 2024
Employer contribution per active participant$1,408
Median for plans this size$3,635
2024$1,408 per active participant
2023$1,248 per active participant
2022$1,149 per active participant

Healthalliance Hospital - Mary's Avenue Campus's 2024 employer contribution ran below the $3,635 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 · 20242
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$165,799
CAPFINANCIAL (CAPTRUST) · Trustee (discretionary)$53,415

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$177,688 · 0.18%
2023$174,060 · 0.20%
2022$144,187 · 0.19%
Similar plansHealth Care & Social Assistance · New York
Hillside Children's Center NY$105.5M · 0.26%
Hebrew Home at Riverdale NY$104.5M · 0.35%
St. Elizabeth Medical Center NY$101.6M · 0.23%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 141338470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.