Plan Ledger DOL Form 5500 · updated monthly

Marion General Hospital, Inc.403(b)

MGH 403(B) RETIREMENT PLAN · MARION, IN · plan year 2025

Reported admin expense ratio · 2025
0.13%

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

Marion General Hospital, Inc. reported $106,619 in plan administrative expenses for 2025: 0.13% of average plan assets, above the peer median. Employer contributions averaged $1,235 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 fell from 0.19% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 175th-largest of 1,562 plans among Indiana employers on file, and the 1,220th of 11,911 in health care & social assistance. In 2025, employees put in $3.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$86,571,027
Participants with balances1,361
Active participants1,209
Employer contributions$1,493,384
Employee contributions$4,978,433
Employer contribution per active participant$1,235
Average account balance$63,608
Benefits paid to participants$5,671,115
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$86.6M · 1,361 accts · $1.5M emplr
2024$74.3M · 1,307 accts · $1.5M emplr
2023$66.5M · 1,363 accts · $1.4M emplr
2022$59.0M · 1,157 accts · $1.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$106,619
Total administrative$106,619
Employer contributions to the Marion General Hospital, Inc. plan · 2025
Employer contribution per active participant$1,235
Median for plans this size$4,093
2025$1,235 per active participant
2024$1,214 per active participant
2023$1,526 per active participant
2022$1,274 per active participant

Marion General Hospital, Inc.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
LINCOLN NATIONAL CORPORATION · Contract administrator · Loan processing$106,619

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

Administrative cost history4
2025$106,619 · 0.13%
2024$98,419 · 0.14%
2023$115,282 · 0.18%
2022$120,237 · 0.19%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Radiology of Indiana, P.C. IN$84.5M · 0.01%
Franciscan Alliance, Inc. IN$77.3M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 350868130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.