Plan Ledger DOL Form 5500 · updated monthly

Hospice of Orange & Sullivan Counties, Inc.403(b)

403(B) THRIFT PLAN OF HOSPICE OF ORANGE & SULLIVAN COUNTIES, INC. · NEWBURGH, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Hospice of Orange & Sullivan Counties, Inc. reported $2,675 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,185 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 0.04% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,344th of 5,648), and 7,539th of 11,911 in health care & social assistance. In 2024, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,672,047
Participants with balances227
Active participants229
Employer contributions$271,359
Employee contributions$327,702
Employer contribution per active participant$1,185
Average account balance$24,987
Benefits paid to participants$776,842
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 227 accts · $271K emplr
2023$5.2M · 228 accts · $275K emplr
2022$4.9M · 248 accts · $260K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,675
Total administrative$2,675
Employer contributions to the Hospice of Orange & Sullivan Counties, Inc. plan · 2024
Employer contribution per active participant$1,185
Median for plans this size$1,313
2024$1,185 per active participant
2023$1,016 per active participant
2022$1,178 per active participant

Hospice of Orange & Sullivan Counties, Inc.'s 2024 employer contribution ran below the $1,313 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.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,752

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$2,675 · 0.05%
2023$1,895 · 0.04%
2022$1,888 · 0.04%
Similar plansHealth Care & Social Assistance · New York
Arcadia Management, Inc. NY$5.8M · 0.63%
R.A.I.N. Total Care, Inc. NY$5.8M · 0.07%
H1 Insights, Inc. NY$5.8M · 0.33%
Community Health Center NY$5.6M · 0.55%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 141703185 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.