Plan Ledger DOL Form 5500 · updated monthly

Holzer Health SystemProfit-sharing plan

HOLZER HEALTH SYSTEM 401A PROFIT SHARING PLAN · GALLIPOLIS, OH · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Holzer Health System reported $421,133 in plan administrative expenses for 2024: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $736 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 0.27% to 0.23%. 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 226th-largest of 3,295 plans among Ohio employers on file, and the 680th of 11,911 in health care & social assistance. active participation has grown from 1,779 to 2,139 since 2022.

Plan summary
Net assets, end of year$183,281,001
Participants with balances1,903
Active participants2,139
Employer contributions$1,574,339
Employee contributions—
Employer contribution per active participant$736
Average account balance$96,312
Benefits paid to participants$14,381,831
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$183.3M · 1,903 accts · $1.6M emplr
2023$175.4M · 1,977 accts · $1.5M emplr
2022$165.6M · 2,006 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$155,603
Investment management$265,530
Total administrative$421,133
Employer contributions to the Holzer Health System plan · 2024
Employer contribution per active participant$736
Median for plans this size$3,635
2024$736 per active participant
2023$711 per active participant
2022$1,570 per active participant

Holzer Health System'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
MILLIMAN · Recordkeeping · Loan processing$155,603
MORGAN STANLEY · Investment advisory (plan)$105,000

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

Recordkeeper by year2
2024Milliman
2023Milliman

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

Administrative cost history3
2024$421,133 · 0.23%
2023$480,064 · 0.28%
2022$506,041 · 0.27%
All plans at this employer2
HOLZER HEALTH SYSTEM 401A PROFIT SHARING PLANProfit-sharing plan
HOLZER HEALTH SYSTEM 403B PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Adena Health System OH$240.5M · 0.14%
Seven Hills Anesthesia LLC OH$204.2M · 0.15%
Fairfield Medical Center OH$203.4M · 0.32%
Orthoalliance Mso, LLC OH$183.8M · 0.14%
Southern Ohio Medical Center OH$172.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311156690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.