Plan Ledger DOL Form 5500 · updated monthly

Lester E. Cox Medical Centers403(b)

COX SAVINGS INCENTIVE PLAN · SPRINGFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Lester E. Cox Medical Centers reported $744,307 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $1,849 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 3 years on file its reported administrative ratio has held roughly steady near 0.083%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 33rd-largest of 1,393 plans among Missouri employers on file, and the 196th of 11,911 in health care & social assistance. In 2024, employees put in $1.85 for every $1.00 the employer contributed; active participation has grown from 10,469 to 13,775 since 2022.

Plan summary
Net assets, end of year$963,703,766
Participants with balances11,018
Active participants13,775
Employer contributions$25,469,327
Employee contributions$47,167,144
Employer contribution per active participant$1,849
Average account balance$87,466
Benefits paid to participants$72,547,992
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$963.7M · 11,018 accts · $25.5M emplr
2023$836.1M · 10,831 accts · $24.4M emplr
2022$707.8M · 11,463 accts · $22.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$495,770
Investment management$248,537
Total administrative$744,307
Employer contributions to the Lester E. Cox Medical Centers plan · 2024
Employer contribution per active participant$1,849
Median for plans this size$4,294
2024$1,849 per active participant
2023$1,877 per active participant
2022$2,146 per active participant

Lester E. Cox Medical Centers's 2024 employer contribution ran below the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
ONEAMERICA RETIREMENT SERVICES · Recordkeeping · Loan processing$495,770
PENSION CONSULTANTS · Consulting · Investment advisory (plan)$248,536
MATRIX TRUST COMPANY · Custodial · Custodial (securities)indirect comp
MSCS FS DIV OF BROADRIDGE BPO, LLPindirect comp
METLIFE LIFE INSURANCE COMPANYindirect 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
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$744,307 · 0.08%
2023$686,809 · 0.09%
2022$614,632 · 0.08%
All plans at this employer2
COX SAVINGS INCENTIVE PLAN403(b)
COXHEALTH 401(K) PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Bjc Health System MO$2.3B · 0.11%
Ssm Health Care Corp. MO$1.4B · 0.01%
Saint Luke's Health System MO$960.9M · 0.15%
Mosaic Health System MO$453.2M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 440577118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.