Plan Ledger DOL Form 5500 · updated monthly

Northside Mental Health Center, Inc401(k)

NORTHSIDE BEHAVIORAL HEALTH CENTER, INC. RETIREMENT PLAN · TAMPA, FL · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Northside Mental Health Center, Inc reported $1,756 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $214 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,419th of 3,644), and 11,081st of 11,911 in health care & social assistance. In 2022, employees put in $4.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$787,114
Participants with balances26
Active participants137
Employer contributions$29,353
Employee contributions$121,093
Employer contribution per active participant$214
Average account balance$30,274
Benefits paid to participants$3,134,652
Plan auditUnmodified (clean) audit opinion
AuditorRIVERO, GORDIMER & COMPANY, P.A.
Administrative expenses, itemized · 2022
Investment management$1,000
Total administrative$1,756
The Northside Mental Health Center, Inc 401(k) match · 2022
Employer contribution per active participant$214
Median for plans this size$1,114

Northside Mental Health Center, Inc's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,756 · 0.08%
Similar plansHealth Care & Social Assistance · Florida
Brave Health, Inc. FL$759K · 0.36%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 591641327 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.