Plan Ledger DOL Form 5500 · updated monthly

Ohiohealth403(b)

O'BLENESS MEMORIAL HOSPITAL TAX SHELTERED ANNUITY PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Ohiohealth reported $16,857 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,554 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 0.03% to 0.04%. 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 726th-largest of 3,295 plans among Ohio employers on file, and the 2,079th of 11,911 in health care & social assistance. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,771,240
Participants with balances613
Active participants425
Employer contributions$1,085,532
Employee contributions$1,166,425
Employer contribution per active participant$2,554
Average account balance$71,405
Benefits paid to participants$5,826,782
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.8M · 613 accts · $1.1M emplr
2023$42.8M · 573 accts · $1.0M emplr
2022$38.0M · 582 accts · $976K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,152
Investment management$11,625
Total administrative$16,857
Employer contributions to the Ohiohealth plan · 2024
Employer contribution per active participant$2,554
Median for plans this size$2,416
2024$2,554 per active participant
2023$2,361 per active participant
2022$2,296 per active participant

Ohiohealth's 2024 employer contribution ran above the $2,416 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 · 20243
FID INV INSTL OPS CO · Recordkeeping · Loan processing$6,175
STRATEGIC ADVISORS INC · Investment advisory (plan)$11,625
BAKER & HOSTETLER, LLP · Legal$80

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

Recordkeeper by year2
2024Fidelity
2023Fidelity

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

Administrative cost history3
2024$16,857 · 0.04%
2023$16,823 · 0.04%
2022$11,938 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Digestive Specialists, Inc. OH$44.1M · 0.23%
Ohiohealth OH$42.7M
Family Health, Inc. OH$41.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 314446959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.