Plan Ledger DOL Form 5500 · updated monthly

Horizon Medical Group, PC401(k)

HORIZON MEDICAL GROUP, PC 401K PROFIT SHARING PLAN AND TRUST · GOSHEN, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Horizon Medical Group, PC reported $4,800 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,218 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 0.007% to 0.008%. 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 1,134th-largest of 5,648 plans among New York employers on file, and the 1,523rd of 11,911 in health care & social assistance. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has grown from 343 to 385 since 2022.

Plan summary
Net assets, end of year$64,571,724
Participants with balances411
Active participants385
Employer contributions$1,623,813
Employee contributions$2,436,373
Employer contribution per active participant$4,218
Average account balance$157,109
Benefits paid to participants$4,723,937
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$64.6M · 411 accts · $1.6M emplr
2023$57.5M · 395 accts · $1.5M emplr
2022$47.0M · 403 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Investment management$4,800
Total administrative$4,800
The Horizon Medical Group, PC 401(k) match · 2024
Employer contribution per active participant$4,218
Median for plans this size$3,635
2024$4,218 per active participant
2023$4,262 per active participant
2022$4,220 per active participant

Horizon Medical Group, PC's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$4,800 · 0.01%
2023$31,100 · 0.06%
2022$3,450 · 0.01%
Same employer
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Orthopedicsny, LLP NY$65.7M · 0.17%
Ags Payroll Services LLC NY$65.1M · 0.17%
Acorda Therapeutics, Inc. NY$64.9M · 0.07%
Public Health Solutions NY$64.2M · 0.16%
Upmc Chautauqua at Wca NY$64.2M · 0.14%
Covenant House NY$63.4M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061494923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.