Plan Ledger DOL Form 5500 · updated monthly

Mental Health Association of Columbia-Greene Counties, Inc.401(k)

MENTAL HEALTH ASSOC OF COLUMBIA-GREENE COUNTIES INC RETIREMENT PLAN · HUDSON, NY · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Mental Health Association of Columbia-Greene Counties, Inc. reported $8,946 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,022 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 0.11% to 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,865th of 5,648), and 9,144th of 11,911 in health care & social assistance. In 2024, the employer put in $4.63 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$3,158,307
Participants with balances165
Active participants269
Employer contributions$274,951
Employee contributions$59,391
Employer contribution per active participant$1,022
Average account balance$19,141
Benefits paid to participants$494,108
Plan auditDisclaimer of opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 165 accts · $275K emplr
2023$3.0M · 147 accts · $276K emplr
2022$2.5M · 132 accts · $234K emplr
Administrative expenses, itemized · 2024
Investment management$2,615
Total administrative$8,946
The Mental Health Association of Columbia-Greene Counties, Inc. 401(k) match · 2024
Employer contribution per active participant$1,022
Median for plans this size$1,313
2024$1,022 per active participant
2023$1,111 per active participant
2022$950 per active participant

Mental Health Association of Columbia-Greene Counties, Inc.'s 2024 employer contribution ran below the $1,313 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.

Administrative cost history3
2024$8,946 · 0.29%
2023$2,722 · 0.10%
2022$2,895 · 0.11%
Same employer
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Sinergia, Inc. NY$3.2M · 2.00%
Emerald Healthcare, LLC NY$3.2M · 2.12%
East Side House NY$3.1M · 0.36%
Post Acute Recovery, Inc NY$3.1M · 0.19%
Rivia Medical PLLC NY$3.1M · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 146030796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.