Plan Ledger DOL Form 5500 · updated monthly

Mercer Bucks Cardiology, PA401(k)

MERCER BUCKS CARDIOLOGY 401(K) PLAN · NEWTOWN, PA · plan year 2022

Reported admin expense ratio · 2022
0.02%

Mercer Bucks Cardiology, PA reported $6,400 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,176th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,775th of 11,911 in health care & social assistance. In 2022, the employer put in $4.36 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$30,081,308
Participants with balances169
Active participants0
Employer contributions$459,916
Employee contributions$105,604
Employer contribution per active participant—
Average account balance$177,996
Benefits paid to participants$3,027,448
Plan auditUnmodified (clean) audit opinion
AuditorWILKIN & GUTTENPLAN
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$30.1M · 169 accts · $460K emplr
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$6,400 · 0.02%
Similar plansHealth Care & Social Assistance · Pennsylvania
Warren General Hospital PA$30.5M · 0.29%
Path, Inc. PA$30.1M · 0.06%
Adelphoi USA, Inc. PA$30.0M · 0.58%
Achieva PA$30.0M · 0.09%
Wesley Family Services PA$29.7M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223505477 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.