Plan Ledger DOL Form 5500 · updated monthly

Maryhurst, Inc.401(k)

403(B) THRIFT PLAN OF MARYHURST, INC. · LOUISVILLE, KY · plan year 2023

Reported admin expense ratio · 2023
0.08%

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

Maryhurst, Inc. reported $6,414 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,018 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 rose from 0.02% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kentucky (510th of 871), and 6,096th of 11,911 in health care & social assistance. In 2023, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,888,343
Participants with balances613
Active participants272
Employer contributions$276,930
Employee contributions$541,817
Employer contribution per active participant$1,018
Average account balance$14,500
Benefits paid to participants$959,425
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 505 accts · $317K emplr
2023$8.9M · 613 accts · $277K emplr
2022$7.8M · 591 accts · $254K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,414
Total administrative$6,414
The Maryhurst, Inc. 401(k) match · 2023
Employer contribution per active participant$1,018
Median for plans this size$1,308
2024$680 per active participant
2023$1,018 per active participant
2022$971 per active participant

Maryhurst, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$6,361
LINCOLN APS · Contract administrator$25
LINCOLN APS · Contract administrator$25

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

Administrative cost history3
2024$19,345 · 0.23%
2023$6,414 · 0.08%
2022$1,966 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Nazareth Home, Inc. KY$9.0M · 0.30%
Sterling Health Care KY$8.2M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311542209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.