Plan Ledger DOL Form 5500 · updated monthly

Hocking. Athens.Perry Community401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HOCKING.ATHENS.PERRY COMMUNITY ACTION · GLOUSTER, OH · plan year 2023

Reported admin expense ratio · 2023
0.20%

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

Hocking. Athens.Perry Community reported $13,101 in plan administrative expenses for 2023: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,583 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 0.03% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,277th of 3,295), and 6,790th of 11,911 in health care & social assistance. In 2023, employees put in $1.06 for every $1.00 the employer contributed; active participation has grown from 167 to 206 since 2022.

Plan summary
Net assets, end of year$7,156,242
Participants with balances277
Active participants206
Employer contributions$326,043
Employee contributions$344,583
Employer contribution per active participant$1,583
Average account balance$25,835
Benefits paid to participants$408,526
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 257 accts · $448K emplr
2023$7.2M · 277 accts · $326K emplr
2022$5.8M · 238 accts · $229K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,101
Total administrative$13,101
The Hocking. Athens.Perry Community 401(k) match · 2023
Employer contribution per active participant$1,583
Median for plans this size$1,308
2024$2,251 per active participant
2023$1,583 per active participant
2022$1,369 per active participant

Hocking. Athens.Perry Community's 2023 employer contribution ran above the $1,308 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

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

Administrative cost history3
2024$44,331 · 0.62%
2023$13,101 · 0.20%
2022$1,872 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Ohio

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Source: U.S. Department of Labor, Form 5500 series, EIN 310718322 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.