Plan Ledger DOL Form 5500 · updated monthly

Jackson Hospital and Clinic, Inc.403(b)

JACKSON HOSPITAL AND CLINIC, INC. 403B PLAN · MONTGOMERY, AL · plan year 2022

Reported admin expense ratio · 2022
0.34%

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

Jackson Hospital and Clinic, Inc. reported $166,882 in plan administrative expenses for 2022: 0.34% of average plan assets, above the peer median. Employer contributions averaged $407 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 147th-largest of 902 plans among Alabama employers on file, and the 1,953rd of 11,911 in health care & social assistance. In 2022, employees put in $4.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,447,124
Participants with balances1,787
Active participants1,958
Employer contributions$796,554
Employee contributions$3,915,176
Employer contribution per active participant$407
Average account balance$26,551
Benefits paid to participants$2,258,907
Plan auditDisclaimer of opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$166,882
Total administrative$166,882
Employer contributions to the Jackson Hospital and Clinic, Inc. plan · 2022
Employer contribution per active participant$407
Median for plans this size$2,266

Jackson Hospital and Clinic, 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 history1
2022$166,882 · 0.34%
Similar plansHealth Care & Social Assistance · Alabama
The Orthopaedic Group, P.C. AL$47.7M · 0.03%
Encore Rehabilitation, Inc. AL$47.6M · 0.30%
S.B.J.S., P.C. AL$42.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 636001820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.