Plan Ledger DOL Form 5500 · updated monthly

New Liberty Hospital Corporation403(b)

NEW LIBERTY HOSPITAL CORPORATION RETIREMENT INCOME PLAN · LIBERTY, MO · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

New Liberty Hospital Corporation reported $241,354 in plan administrative expenses for 2024: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $863 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 3 years on file its reported administrative ratio has held roughly steady near 0.235%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 125th-largest of 1,393 plans among Missouri employers on file, and the 719th of 11,911 in health care & social assistance. In 2024, employees put in $3.72 for every $1.00 the employer contributed; active participation has grown from 410 to 1,979 since 2022.

Plan summary
Net assets, end of year$171,377,767
Participants with balances3,060
Active participants1,979
Employer contributions$1,707,982
Employee contributions$6,356,864
Employer contribution per active participant$863
Average account balance$56,006
Benefits paid to participants$13,091,653
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$171.4M · 3,060 accts · $1.7M emplr
2023$34.3M · 605 accts · $870K emplr
2022$26.2M · 557 accts · $783K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$170,662
Investment management$23,100
Audit (IQPA)$47,592
Total administrative$241,354
Employer contributions to the New Liberty Hospital Corporation plan · 2024
Employer contribution per active participant$863
Median for plans this size$3,635
2024$863 per active participant
2023$1,879 per active participant
2022$1,911 per active participant

New Liberty Hospital Corporation's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$170,662
FORVIS MAZARS, LLP · Accounting / audit$47,592
CBIZ FINANCIAL SOLUTIONS · Investment advisory (plan)$23,100
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$241,354 · 0.23%
2023$76,412 · 0.25%
2022$64,188 · 0.23%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Saint Francis Medical Center MO$218.6M · 0.17%
Freeman Health System MO$213.3M · 0.30%
Compass Health, Inc. MO$211.5M · 0.07%
Boone Health, Inc. MO$159.1M · 0.18%
Lake Regional Health System MO$116.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431684627 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.