Plan Ledger DOL Form 5500 · updated monthly

Highland-Clarksburg Hospital, Inc.401(k)

HIGHLAND-CLARKSBURG HOSPITAL RETIREMENT PLAN · CLARKSBURG, WV · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Highland-Clarksburg Hospital, Inc. reported $1,136 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $572 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 1.82% to 0.06%. 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 among the smaller plans on file in West Virginia (237th of 265), and 9,868th of 11,911 in health care & social assistance. In 2024, employees put in $2.26 for every $1.00 the employer contributed; active participation has grown from 186 to 261 since 2022.

Plan summary
Net assets, end of year$2,209,038
Participants with balances238
Active participants261
Employer contributions$149,294
Employee contributions$336,949
Employer contribution per active participant$572
Average account balance$9,282
Benefits paid to participants$233,011
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.2M · 238 accts · $149K emplr
2023$1.7M · 177 accts · $19K emplr
2022$1.5M · 215 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,136
Total administrative$1,136
The Highland-Clarksburg Hospital, Inc. 401(k) match · 2024
Employer contribution per active participant$572
Median for plans this size$1,313
2024$572 per active participant
2023$94 per active participant

Highland-Clarksburg Hospital, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
NATIONWIDE · Recordkeeping · Other services$11,201
DUNBAR, BENDER & ZAPF, INC. · Consulting · Valuation$782
CETERA ADVISOR NETWORKS LLC · Investment advisory (participants) · Investment managementindirect comp

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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

Administrative cost history3
2024$1,136 · 0.06%
2023$34,496 · 2.10%
2022$32,421 · 1.82%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 273128197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.