Plan Ledger DOL Form 5500 · updated monthly

Bryan Heart Retirement Savings Plan401(k)

BRYAN HEART RETIREMENT SAVINGS PLAN · LINCOLN, NE · plan year 2022

Reported admin expense ratio · 2022
0.11%

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

Bryan Heart Retirement Savings Plan reported $38,623 in plan administrative expenses for 2022: 0.11% of average plan assets, below the peer median. Employer contributions averaged $4,309 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 188th-largest of 565 plans among Nebraska employers on file, and the 2,710th of 11,911 in health care & social assistance. In 2022, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,866,765
Participants with balances300
Active participants239
Employer contributions$1,029,733
Employee contributions$1,401,543
Employer contribution per active participant$4,309
Average account balance$102,889
Benefits paid to participants$776,267
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$30.9M · 300 accts · $1.0M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,110
Investment management$37,373
Professional / advisory$140
Total administrative$38,623
The Bryan Heart Retirement Savings Plan 401(k) match · 2022
Employer contribution per active participant$4,309
Median for plans this size$2,266

Bryan Heart Retirement Savings Plan's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$38,623 · 0.11%
Similar plansHealth Care & Social Assistance · Nebraska
Midwest Eye Care, P.C. NE$33.5M · 0.19%
Quality Living, Inc. NE$31.7M · 0.43%
Community Hospital NE$27.5M · 0.04%
Milan Laser Holdings LLC NE$26.7M · 0.71%
Tabitha, Inc. NE$26.3M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470844961 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.