Plan Ledger DOL Form 5500 · updated monthly

Jefferson Hospital Association, Inc401(k)

JEFFERSON HOSPITAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN · PINE BLUFF, AR · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Jefferson Hospital Association, Inc reported $381,533 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,111 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 fell from 0.34% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 33rd-largest of 456 plans among Arkansas employers on file, and the 875th of 11,911 in health care & social assistance. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$130,052,064
Participants with balances1,950
Active participants1,517
Employer contributions$3,201,724
Employee contributions$5,682,822
Employer contribution per active participant$2,111
Average account balance$66,693
Benefits paid to participants$12,402,125
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$130.1M · 1,950 accts · $3.2M emplr
2023$117.3M · 2,719 accts · $3.0M emplr
2022$96.9M · 2,707 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$381,533
Total administrative$381,533
The Jefferson Hospital Association, Inc 401(k) match · 2024
Employer contribution per active participant$2,111
Median for plans this size$3,635
2024$2,111 per active participant
2023$2,017 per active participant
2022$1,948 per active participant

Jefferson Hospital Association, Inc's 2024 employer contribution ran below the $3,635 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 · 20246
SOUTHEASTERN EMPLOYEE BENEFITS · Recordkeeping$11,962
SIMMONS BANK INSTITUTIONAL WEALTH · Investment advisory (participants) · Investment advisory (plan)$260,273
PCS RETIREMENT, LLC · Loan processing · Participant communication$38,177
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$36,229
MATRIX · Custodial (securities)$33,863
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$963

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

Recordkeeper by year2
2024Mutual of America, SOUTHEASTERN EMPLOYEE BENEFITS
2023Mutual of America, SOUTHEASTERN EMPLOYEE BENEFITS

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Administrative cost history3
2024$381,533 · 0.31%
2023$262,413 · 0.25%
2022$374,534 · 0.34%
All plans at this employer2
TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER403(b)
JEFFERSON HOSPITAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · Arkansas
Baptist Health AR$658.3M · 0.14%
Arkansas Children's, Inc AR$445.7M · 0.07%
Aegis Therapies, Inc. AR$123.5M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710329353 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.