Plan Ledger DOL Form 5500 · updated monthly

O'Neill Management, LLC401(k)

O'NEILL HEALTHCARE 401(K) PLAN · NORTH RIDGEVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

O'Neill Management, LLC reported $68,221 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $295 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 rose from 0.16% to 0.39%. 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 1,427th-largest of 3,295 plans among Ohio employers on file, and the 3,955th of 11,911 in health care & social assistance. In 2024, employees put in $3.81 for every $1.00 the employer contributed; active participation has grown from 818 to 965 since 2022.

Plan summary
Net assets, end of year$18,101,178
Participants with balances501
Active participants965
Employer contributions$284,758
Employee contributions$1,085,180
Employer contribution per active participant$295
Average account balance$36,130
Benefits paid to participants$2,254,301
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 501 accts · $285K emplr
2023$16.9M · 513 accts · $238K emplr
2022$14.0M · 502 accts · $222K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,942
Investment management$42,279
Total administrative$68,221
The O'Neill Management, LLC 401(k) match · 2024
Employer contribution per active participant$295
Median for plans this size$2,416
2024$295 per active participant
2023$247 per active participant
2022$272 per active participant

O'Neill Management, LLC'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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$77,716
OPTIMA CAPITAL MANAGEMENT LLC · Investment advisory (plan)$42,279

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$68,221 · 0.39%
2023$22,787 · 0.15%
2022$25,681 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Windsor House, Inc. OH$17.9M · 0.41%
Equitas Health OH$17.9M · 0.80%
Healthsource of Ohio, Inc. OH$17.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341882697 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.