Plan Ledger DOL Form 5500 · updated monthly

Lancaster Orthopedic Group, P.C.401(k)

LANCASTER ORTHOPEDIC GROUP, P.C. PROFIT SHARING 401(K) PLAN · LANCASTER, PA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Lancaster Orthopedic Group, P.C. reported $93,643 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,335 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 0.33% to 0.28%. 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 1,077th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,516th of 11,911 in health care & social assistance. In 2024, employees put in $1.43 for every $1.00 the employer contributed; active participation has grown from 167 to 213 since 2022.

Plan summary
Net assets, end of year$34,190,938
Participants with balances273
Active participants213
Employer contributions$710,384
Employee contributions$1,018,207
Employer contribution per active participant$3,335
Average account balance$125,242
Benefits paid to participants$4,816,566
Plan auditUnmodified (clean) audit opinion
AuditorWALZ GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$34.2M · 273 accts · $710K emplr
2023$32.6M · 218 accts · $455K emplr
2022$27.0M · 218 accts · $888K emplr
Administrative expenses, itemized · 2024
Investment management$93,643
Total administrative$93,643
The Lancaster Orthopedic Group, P.C. 401(k) match · 2024
Employer contribution per active participant$3,335
Median for plans this size$2,416
2024$3,335 per active participant
2023$2,197 per active participant
2022$5,320 per active participant

Lancaster Orthopedic Group, P.C.'s 2024 employer contribution ran above the $2,416 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 · 20242
VALLEY FORGE PENSION MGT · Recordkeepingindirect comp
VALLEY FORGE INVESTMENT CONSULTANTS · Investment advisory (participants) · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024VALLEY FORGE PENSION MGT
2023VALLEY FORGE PENSION MGT

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$93,643 · 0.28%
2023$107,067 · 0.36%
2022$95,615 · 0.33%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Uniontown Hospital PA$35.6M · 0.22%
Partners for Quality, Inc. PA$35.6M · 0.44%
Somerset Hospital PA$33.8M · 0.49%
Willow Valley Communities PA$32.7M · 0.42%
Ttg Imaging Solutions, LLC PA$32.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232936169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.