Plan Ledger DOL Form 5500 · updated monthly

Marathon Health, LLC.401(k)

MARATHON HEALTH, LLC. 401(K) PLAN · WINOOSKI, VT · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Marathon Health, LLC. reported $263,639 in plan administrative expenses for 2024: 0.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,880 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 0.354%. 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 25th-largest of 230 plans among Vermont employers on file, and the 1,281st of 11,911 in health care & social assistance. In 2024, employees put in $2.10 for every $1.00 the employer contributed; active participation has grown from 1,237 to 1,516 since 2022.

Plan summary
Net assets, end of year$81,089,052
Participants with balances1,795
Active participants1,516
Employer contributions$4,366,662
Employee contributions$9,160,968
Employer contribution per active participant$2,880
Average account balance$45,175
Benefits paid to participants$10,792,379
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$81.1M · 1,795 accts · $4.4M emplr
2023$67.8M · 1,656 accts · $3.9M emplr
2022$52.8M · 1,486 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$263,639
Total administrative$263,639
The Marathon Health, LLC. 401(k) match · 2024
Employer contribution per active participant$2,880
Median for plans this size$3,635
2024$2,880 per active participant
2023$2,739 per active participant
2022$2,939 per active participant

Marathon Health, LLC.'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 · 20249
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$263,639
DODGE & COX · Recordkeeping · Trusteeindirect comp
JP MORGAN · Investment managementindirect comp
COLUMBIA · Investment managementindirect comp
AM BEACON · Investment managementindirect comp
PIMCO · Investment managementindirect comp
MFS · Investment managementindirect comp
SCHWAB · Investment managementindirect comp
FIDELITY · Investment managementindirect 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
2024DODGE & COX, T. Rowe Price
2023DODGE & COX, T. Rowe Price

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Administrative cost history3
2024$263,639 · 0.35%
2023$215,951 · 0.36%
2022$191,138 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · Vermont
Howard Center VT$110.3M · 0.18%
Gifford Health Care, Inc. VT$74.1M · 0.15%
Copley Health Systems, Inc. VT$51.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260103977 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.