Plan Ledger DOL Form 5500 · updated monthly

Midwest Surgical Hospital, LLC401(k)

MIDWEST SURGICAL HOSPITAL, LLC 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Midwest Surgical Hospital, LLC reported $57,418 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $3,135 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 0.38% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Nebraska (301st of 565), and the 4,444th of 11,911 in health care & social assistance. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,231,880
Participants with balances124
Active participants126
Employer contributions$394,963
Employee contributions$691,827
Employer contribution per active participant$3,135
Average account balance$122,838
Benefits paid to participants$858,469
Plan auditUnmodified (clean) audit opinion
AuditorBLACKMAN & ASSOCIATES, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$15.2M · 124 accts · $395K emplr
2023$13.0M · 119 accts · $338K emplr
2022$11.1M · 120 accts · $335K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,537
Investment management$34,881
Total administrative$57,418
The Midwest Surgical Hospital, LLC 401(k) match · 2024
Employer contribution per active participant$3,135
Median for plans this size$2,416
2024$3,135 per active participant
2023$2,843 per active participant
2022$2,771 per active participant

Midwest Surgical Hospital, LLC's 2024 employer contribution ran above the $2,416 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.

Service providers · 20242
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$22,537
WEALTH PLAN INVESTMENT MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$34,881

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$57,418 · 0.41%
2023$47,887 · 0.40%
2022$45,793 · 0.38%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Heartland Family Service NE$13.3M · 0.20%
Physicians Laboratory, P.C. NE$13.2M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383712521 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.