Plan Ledger DOL Form 5500 · updated monthly

Imperial Health401(k)

IMPERIAL HEALTH 401(K) PROFIT SHARING PLAN & TRUST · LAKE CHARLES, LA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Imperial Health reported $97,988 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $5,286 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 0.18% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 143rd-largest of 884 plans among Louisiana employers on file, and the 2,085th of 11,911 in health care & social assistance. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$43,627,359
Participants with balances367
Active participants286
Employer contributions$1,511,781
Employee contributions$1,413,633
Employer contribution per active participant$5,286
Average account balance$118,876
Benefits paid to participants$3,111,644
Plan auditUnmodified (clean) audit opinion
AuditorTHIBODAUX HEBERT DESHOTELS LEBLANC
Plan history3
Yearassets · accounts · employer contribution
2024$43.6M · 367 accts · $1.5M emplr
2023$38.8M · 388 accts · $1.5M emplr
2022$31.3M · 377 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,324
Investment management$7,673
Audit (IQPA)$22,416
Total administrative$97,988
The Imperial Health 401(k) match · 2024
Employer contribution per active participant$5,286
Median for plans this size$2,416
2024$5,286 per active participant
2023$5,306 per active participant
2022$5,544 per active participant

Imperial Health's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20245
EMPOWER ANNUITY INSURANCE COMPANY · Contract administrator · Recordkeeping$45,324
NEW EDGE ADVISORS LLC$22,500
THIBODAUX HEBERT DESHOTELS LEBLANC · Accounting / audit$22,416
GWM ADVISORS · Investment advisory (plan)$7,500
ADVISED ASSETS GROUP, LLC · Investment management$173

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Imperial Health before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$97,988 · 0.24%
2023$90,117 · 0.26%
2022$61,888 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Louisiana

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Source: U.S. Department of Labor, Form 5500 series, EIN 721005645 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.