Plan Ledger DOL Form 5500 · updated monthly

Northern Oswego County Health Services, Inc.403(b)

NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC. ERISA 403(B) PLAN · PULASKI, NY · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Northern Oswego County Health Services, Inc. reported $82,945 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,151 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 fell from 0.76% to 0.53%. 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 the 2,757th-largest of 5,648 plans among New York employers on file, and the 4,126th of 11,911 in health care & social assistance. In 2024, employees put in $3.63 for every $1.00 the employer contributed; active participation has grown from 215 to 310 since 2022.

Plan summary
Net assets, end of year$17,036,051
Participants with balances309
Active participants310
Employer contributions$356,685
Employee contributions$1,296,389
Employer contribution per active participant$1,151
Average account balance$55,133
Benefits paid to participants$395,183
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.0M · 309 accts · $357K emplr
2023$14.5M · 323 accts · $383K emplr
2022$11.4M · 330 accts · $428K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,149
Investment management$3,142
Total administrative$82,945
Employer contributions to the Northern Oswego County Health Services, Inc. plan · 2024
Employer contribution per active participant$1,151
Median for plans this size$2,416
2024$1,151 per active participant
2023$1,257 per active participant
2022$1,990 per active participant

Northern Oswego County Health Services, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$79,803
WILSHIRE ASSOCIATES INC. · Named fiduciary$3,144

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$82,945 · 0.53%
2023$96,793 · 0.75%
2022$90,032 · 0.76%
Same employer
Similar plansHealth Care & Social Assistance · New York
Refuah Health Center, Inc. NY$17.2M · 0.51%
Process Insights, Inc. NY$17.0M · 0.01%
Eac, Inc NY$16.8M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237036393 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.