Plan Ledger DOL Form 5500 · updated monthly

Hospice of Marion County, Inc.403(b)

HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN · OCALA, FL · plan year 2022

Reported admin expense ratio · 2022
0.25%

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

Hospice of Marion County, Inc. reported $43,045 in plan administrative expenses for 2022: 0.25% of average plan assets, below the peer median. Employer contributions averaged $875 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,285th-largest of 3,644 plans among Florida employers on file, and the 4,221st of 11,911 in health care & social assistance. In 2022, employees put in $3.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,432,845
Participants with balances773
Active participants342
Employer contributions$299,379
Employee contributions$973,680
Employer contribution per active participant$875
Average account balance$21,259
Benefits paid to participants$1,647,595
Plan auditUnmodified (clean) audit opinion
AuditorMSL, P.A.
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $276K emplr
2022$16.4M · 773 accts · $299K emplr
Employer contributions to the Hospice of Marion County, Inc. plan · 2022
Employer contribution per active participant$875
Median for plans this size$2,266

Hospice of Marion County, Inc.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$43,045 · 0.25%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Mental Health Care, Inc. FL$17.1M · 0.43%
Pensacola Pediatrics PA FL$16.4M · 0.21%
Primehealth Physicians, LLC FL$16.4M · 0.58%
Premier Dermatology, LLC FL$16.4M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592214796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.