Plan Ledger DOL Form 5500 · updated monthly

Oak Orchard Community Health Center, Inc.403(b)

OAK ORCHARD HEALTH 403(B) PLAN · BROCKPORT, NY · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Oak Orchard Community Health Center, Inc. reported $37,722 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $1,322 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 3 years on file its reported administrative ratio has held roughly steady near 0.79%. 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 New York (4,394th of 5,648), and 7,645th of 11,911 in health care & social assistance. In 2024, employees put in $2.44 for every $1.00 the employer contributed; active participation has shrunk from 308 to 253 since 2022.

Plan summary
Net assets, end of year$5,461,002
Participants with balances256
Active participants253
Employer contributions$334,525
Employee contributions$815,943
Employer contribution per active participant$1,322
Average account balance$21,332
Benefits paid to participants$481,512
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 256 accts · $335K emplr
2023$4.1M · 237 accts · $301K emplr
2022$3.0M · 241 accts · $311K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,722
Total administrative$37,722
Employer contributions to the Oak Orchard Community Health Center, Inc. plan · 2024
Employer contribution per active participant$1,322
Median for plans this size$1,313
2024$1,322 per active participant
2023$1,192 per active participant
2022$1,010 per active participant

Oak Orchard Community Health Center, 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
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$27,310

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$37,722 · 0.79%
2023$35,546 · 1.00%
2022$20,782 · 0.75%
Same employer
Similar plansHealth Care & Social Assistance · New York
Vanderheyden Hall, Inc. NY$5.5M · 0.77%
Bethel Methodist Home NY$5.5M · 0.67%
Innovative Services, Inc. NY$5.4M · 0.05%
Americare, Inc. NY$5.4M · 1.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161020913 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.