Plan Ledger DOL Form 5500 · updated monthly

Northwest Health Services, Inc.401(k)

NORTHWEST HEALTH SERVICES, INC. 401(K) RETIREMENT PLAN · ST. JOSEPH, MO · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Northwest Health Services, Inc. reported $52,718 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $1,672 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 0.66% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (862nd of 1,393), and the 5,813th of 11,911 in health care & social assistance. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,674,386
Participants with balances324
Active participants160
Employer contributions$267,556
Employee contributions$542,611
Employer contribution per active participant$1,672
Average account balance$29,859
Benefits paid to participants$875,240
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 324 accts · $268K emplr
2023$8.5M · 318 accts · $247K emplr
2022$7.7M · 299 accts · $305K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,718
Total administrative$52,718
The Northwest Health Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,672
Median for plans this size$1,313
2024$1,672 per active participant
2023$1,661 per active participant
2022$1,817 per active participant

Northwest Health Services, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
UBS FINANCIAL SERVICES · Investment advisory (participants)$23,186

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

Administrative cost history3
2024$52,718 · 0.58%
2023$47,839 · 0.59%
2022$60,375 · 0.66%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Carestl Health MO$11.0M · 0.03%
Soh Dental LLC MO$10.3M · 0.63%
Community Living, Inc. MO$9.2M · 0.53%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 431323669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.