Plan Ledger DOL Form 5500 · updated monthly

Helpmates, Inc.401(k)

HELPMATES, INC. 401(K) PLAN · ST. MARYS, PA · plan year 2022

Reported admin expense ratio · 2022
1.46%

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

Helpmates, Inc. reported $6,511 in plan administrative expenses for 2022: 1.46% of average plan assets, above the peer median. Employer contributions averaged $3 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 1.46% to 3.20%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,581st of 3,651), and 11,435th of 11,911 in health care & social assistance. In 2022, employees put in $54.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$424,290
Participants with balances177
Active participants178
Employer contributions$496
Employee contributions$27,106
Employer contribution per active participant$3
Average account balance$2,397
Benefits paid to participants$65,481
Plan auditUnmodified (clean) audit opinion
AuditorCLYDE, FERRARO & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$392K · 141 accts
2022$424K · 177 accts · $496 emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,511
Total administrative$6,511
The Helpmates, Inc. 401(k) match · 2022
Employer contribution per active participant$3
Median for plans this size$331

Helpmates, Inc.'s 2022 employer contribution ran below the $331 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 history3
2024Not separately reported
2023$13,077 · 3.20%
2022$6,511 · 1.46%
Similar plansHealth Care & Social Assistance · Pennsylvania
Ezekiel Management PA$546K · 0.56%
Valley Advantages, LLC PA$522K · 2.51%
Your Own Home Inc PA$419K · 0.84%
Epeople Health Care Inc PA$393K · 3.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251555968 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.