Plan Ledger DOL Form 5500 · updated monthly

Nuehealth Equity Co., LLC401(k)

NUEHEALTH 401(K) RETIREMENT PLAN · OVERLAND PARK, KS · plan year 2022

Reported admin expense ratio · 2022
0.33%

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

Nuehealth Equity Co., LLC reported $373,337 in plan administrative expenses for 2022: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,124 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 0.33% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 74th-largest of 828 plans among Kansas employers on file, and the 1,079th of 11,911 in health care & social assistance. In 2022, employees put in $2.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$102,967,160
Participants with balances2,912
Active participants2,131
Employer contributions$4,526,824
Employee contributions$11,902,277
Employer contribution per active participant$2,124
Average account balance$35,360
Benefits paid to participants$19,837,910
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$91.6M · 1,791 accts · $2.5M emplr
2023$102.8M · 2,422 accts · $4.1M emplr
2022$103.0M · 2,912 accts · $4.5M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$339,637
Investment management$33,700
Total administrative$373,337
The Nuehealth Equity Co., LLC 401(k) match · 2022
Employer contribution per active participant$2,124
Median for plans this size$3,449
2024$2,220 per active participant
2023$3,501 per active participant
2022$2,124 per active participant

Nuehealth Equity Co., LLC's 2022 employer contribution ran below the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$152,765 · 0.16%
2023$222,559 · 0.22%
2022$373,337 · 0.33%
Similar plansHealth Care & Social Assistance · Kansas
Hutchinson Clinic, P.A. KS$134.1M · 0.13%
Hays Medical Center KS$115.5M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870548370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.