Plan Ledger DOL Form 5500 · updated monthly

National Pediatric, M D, P C401(k)

NATIONAL PEDIATRIC, M D, P C 401(K) PLAN · CORONA, NY · plan year 2023

Reported admin expense ratio · 2023
0.08%

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

National Pediatric, M D, P C reported $4,017 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,787 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 0.03% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,438th of 5,648), and 7,808th of 11,911 in health care & social assistance. In 2023, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,174,009
Participants with balances117
Active participants98
Employer contributions$175,120
Employee contributions$406,765
Employer contribution per active participant$1,787
Average account balance$44,222
Benefits paid to participants$764,402
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 99 accts · $200K emplr
2023$5.2M · 117 accts · $175K emplr
2022$4.8M · 158 accts · $177K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,017
Total administrative$4,017
The National Pediatric, M D, P C 401(k) match · 2023
Employer contribution per active participant$1,787
Median for plans this size$1,308
2024$1,977 per active participant
2023$1,787 per active participant
2022$1,752 per active participant

National Pediatric, M D, P C's 2023 employer contribution ran above the $1,308 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 · 20233
ADP, INC. · Loan processing · Recordkeeping$4,016
ADP BROKER-DEALER · Other servicesindirect comp
MORGAN STANLEY WEALTH MANAGEMENT · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$2,140 · 0.04%
2023$4,017 · 0.08%
2022$1,545 · 0.03%
Similar plansHealth Care & Social Assistance · New York
Greystone Programs, Inc. NY$5.3M · 1.10%
Tioga Opportunities, Inc. NY$5.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113113759 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.