Plan Ledger DOL Form 5500 · updated monthly

Hms School for Children With Cerebral Palsy401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF HMS SCHOOL FOR CHILDREN WITH CEREBRAL PALSY · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Hms School for Children With Cerebral Palsy reported $2,559 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,844 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 0.009% to 0.012%. 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 1,500th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,575th of 11,911 in health care & social assistance. In 2024, the employer put in $1.57 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$20,858,886
Participants with balances212
Active participants144
Employer contributions$697,566
Employee contributions$443,774
Employer contribution per active participant$4,844
Average account balance$98,391
Benefits paid to participants$4,098,499
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.9M · 212 accts · $698K emplr
2023$20.3M · 204 accts · $459K emplr
2022$18.4M · 187 accts · $485K emplr
The Hms School for Children With Cerebral Palsy 401(k) match · 2024
Employer contribution per active participant$4,844
Median for plans this size$2,416
2024$4,844 per active participant
2023$3,017 per active participant
2022$3,297 per active participant

Hms School for Children With Cerebral Palsy's 2024 employer contribution ran above the $2,416 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,332

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$2,559 · 0.01%
2023$2,712 · 0.01%
2022$1,620 · 0.01%
Similar plansHealth Care & Social Assistance · Pennsylvania
Presbyterian Seniorcare PA$22.2M · 0.56%
Family Counseling Center PA$22.2M · 0.02%
Pennswood Village PA$20.8M · 0.19%
Garden Spot Village PA$20.7M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352327 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.