Plan Ledger DOL Form 5500 · updated monthly

Maternal and Family Health Services401(k)

MATERNAL AND FAMILY HEALTH SERVICES RETIREMENT SAVINGS PLAN · WILKES BARRE, PA · plan year 2023

Reported admin expense ratio · 2023
0.39%

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

Maternal and Family Health Services reported $68,869 in plan administrative expenses for 2023: 0.39% of average plan assets, above the peer median. Employer contributions averaged $2,130 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 0.48% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,589th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,813th of 11,911 in health care & social assistance. In 2023, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,090,697
Participants with balances239
Active participants185
Employer contributions$394,139
Employee contributions$532,677
Employer contribution per active participant$2,130
Average account balance$79,877
Benefits paid to participants$1,365,424
Plan auditUnmodified (clean) audit opinion
AuditorSNYDER & CLEMENTE
Plan history3
Yearassets · accounts · employer contribution
2024$18.7M · 229 accts · $441K emplr
2023$19.1M · 239 accts · $394K emplr
2022$16.1M · 213 accts · $336K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$68,869
Total administrative$68,869
The Maternal and Family Health Services 401(k) match · 2023
Employer contribution per active participant$2,130
Median for plans this size$2,440
2024$2,357 per active participant
2023$2,130 per active participant
2022$1,933 per active participant

Maternal and Family Health Services's 2023 employer contribution ran below the $2,440 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 · 20231
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$68,844

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$69,705 · 0.37%
2023$68,869 · 0.39%
2022$74,149 · 0.48%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Gaudenzia, Inc. PA$19.6M · 0.81%
Dunwoody Village Inc. PA$19.1M · 0.29%
Hope Enterprises, Inc. PA$19.0M · 0.48%
Pinnacle Ent Alliance, LLC PA$18.5M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231856766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.