Plan Ledger DOL Form 5500 · updated monthly

Methodist Health, Inc.403(b)

METHODIST HOSPITAL, INC. 403(B) PLAN · HENDERSON, KY · plan year 2022

Reported admin expense ratio · 2022
0.25%

Methodist Health, Inc. reported $81,932 in plan administrative expenses for 2022: 0.25% of average plan assets, below the peer median. 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 rose from 0.25% to 0.30%. 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 219th-largest of 871 plans among Kentucky employers on file, and the 2,779th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$29,996,672
Participants with balances771
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$38,906
Benefits paid to participants$2,478,659
Plan auditUnmodified (clean) audit opinion
AuditorBLUE & CO.
Plan history4
Yearassets · accounts · employer contribution
2025$22.4M · 614 accts
2024$22.7M · 660 accts
2023$24.2M · 702 accts
2022$30.0M · 771 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$81,932
Total administrative$81,932
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 history4
2025$68,260 · 0.30%
2024$69,932 · 0.30%
2023$75,445 · 0.28%
2022$81,932 · 0.25%
Similar plansHealth Care & Social Assistance · Kentucky
Family Allergy Mso, LLC KY$37.2M · 0.26%
Arrow Dental, PLLC KY$36.0M · 0.41%
Pathways, Inc. KY$28.7M · 0.30%
Harrison Memorial Hospital KY$26.4M · 0.27%
Health Help, Inc. KY$24.0M · 0.49%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 610461753 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.