Plan Ledger DOL Form 5500 · updated monthly

Ohio Living403(b)

OHIO LIVING 403(B) PLAN · WESTERVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.36%

Ohio Living reported $260,691 in plan administrative expenses for 2024: 0.36% of average plan assets, higher than ~90% of peers. 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 0.36%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 477th-largest of 3,295 plans among Ohio employers on file, and the 1,405th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$72,458,707
Participants with balances3,957
Active participants2,442
Employer contributions—
Employee contributions$3,865,129
Employer contribution per active participant—
Average account balance$18,312
Benefits paid to participants$10,758,261
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$72.5M · 3,957 accts
2023$70.7M · 4,855 accts
2022$64.0M · 4,149 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$260,691
Total administrative$260,691
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
VALIC RETIREMENT SERVICES CO · Custodial (securities) · Investment advisory (participants)$260,691

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$260,691 · 0.36%
2023$248,409 · 0.37%
2022$277,125 · 0.38%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Mayfield Clinic, Inc. OH$73.0M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 344429863 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.