Plan Ledger DOL Form 5500 · updated monthly

Johnson Health Center403(b)

JOHNSON HEALTH CENTER MATCHING TAX-DEFERRD SAVINGS PLAN · MADISON HEIGHTS, VA · plan year 2025

Reported admin expense ratio · 2025
0.07%

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

Johnson Health Center reported $8,167 in plan administrative expenses for 2025: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,180 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 4 years on file its reported administrative ratio has held roughly steady near 0.066%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (1,271st of 2,266), and the 4,854th of 11,911 in health care & social assistance. In 2025, employees put in $1.56 for every $1.00 the employer contributed; active participation has shrunk from 203 to 178 since 2022.

Plan summary
Net assets, end of year$13,263,766
Participants with balances342
Active participants178
Employer contributions$566,073
Employee contributions$884,331
Employer contribution per active participant$3,180
Average account balance$38,783
Benefits paid to participants$1,326,275
Plan auditUnmodified (clean) audit opinion
AuditorROBINSON FARMER COX ASSOCIATES
Plan history4
Yearassets · accounts · employer contribution
2025$13.3M · 342 accts · $566K emplr
2024$11.3M · 319 accts · $562K emplr
2023$9.9M · 285 accts · $142K emplr
2022$8.7M · 294 accts · $500K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$8,167
Total administrative$8,167
The Johnson Health Center 401(k) match · 2025
Employer contribution per active participant$3,180
Median for plans this size$2,666
2025$3,180 per active participant
2024$2,568 per active participant
2023$719 per active participant
2022$2,463 per active participant

Johnson Health Center's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$8,167 · 0.07%
2024$7,567 · 0.07%
2023$1,504 · 0.02%
2022$5,770 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Neighborhood Health VA$14.3M · 0.52%
Asca Foundation VA$13.6M · 0.77%
Retirement Unlimited, Inc. VA$13.3M · 1.22%
Islamic Relief USA VA$12.7M · 0.01%
Home Care Delivered, Inc. VA$12.6M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541287905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.