Plan Ledger DOL Form 5500 · updated monthly

Ohio County Hospital403(b)

OHIO COUNTY HOSPITAL TAX DEFERRED ANNUITY RETIREMENT PLAN · HARTFORD, KY · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Ohio County Hospital reported $51,526 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,209 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 0.281%. 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 294th-largest of 871 plans among Kentucky employers on file, and the 3,757th of 11,911 in health care & social assistance. In 2024, employees put in $2.18 for every $1.00 the employer contributed; active participation has grown from 539 to 703 since 2022.

Plan summary
Net assets, end of year$19,522,365
Participants with balances761
Active participants703
Employer contributions$849,592
Employee contributions$1,850,266
Employer contribution per active participant$1,209
Average account balance$25,654
Benefits paid to participants$2,518,675
Plan auditDisclaimer of opinion
AuditorJOHNSON, HICKEY & MURCHISON, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$19.5M · 761 accts · $850K emplr
2023$17.2M · 651 accts · $341K emplr
2022$13.9M · 595 accts · $276K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,526
Total administrative$51,526
Employer contributions to the Ohio County Hospital plan · 2024
Employer contribution per active participant$1,209
Median for plans this size$2,416
2024$1,209 per active participant
2023$564 per active participant
2022$511 per active participant

Ohio County Hospital'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$51,525
MONEY CONCEPTS CAPITAL CORP · Other servicesindirect comp

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$51,526 · 0.28%
2023$47,479 · 0.31%
2022$43,203 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Kentucky Blood Center KY$20.9M · 0.24%
Home of the Innocents, Inc. KY$20.4M · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 311131099 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.