Plan Ledger DOL Form 5500 · updated monthly

Oncology Hematology West, P.C.401(k)

401(K) PLAN AND EMPLOYEES TRUST OF ONCOLOGY HEMATOLOGY WEST, P. C. · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Oncology Hematology West, P.C. reported $126,357 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $5,877 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 fell from 0.42% to 0.26%. 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 120th-largest of 565 plans among Nebraska employers on file, and the 1,809th of 11,911 in health care & social assistance. In 2024, the employer put in $1.26 for every $1.00 employees contributed themselves; active participation has grown from 279 to 347 since 2022.

Plan summary
Net assets, end of year$52,111,496
Participants with balances367
Active participants347
Employer contributions$2,039,261
Employee contributions$1,623,616
Employer contribution per active participant$5,877
Average account balance$141,993
Benefits paid to participants$2,089,929
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.1M · 367 accts · $2.0M emplr
2023$43.9M · 363 accts · $1.7M emplr
2022$38.3M · 336 accts · $2.9M emplr
The Oncology Hematology West, P.C. 401(k) match · 2024
Employer contribution per active participant$5,877
Median for plans this size$2,416
2024$5,877 per active participant
2023$6,202 per active participant
2022$10,540 per active participant

Oncology Hematology West, P.C.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20244
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$43,214
BENEFIT PLANS, INC. · Contract administrator$2,464
OSAIC FA INCindirect 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$126,357 · 0.26%
2023$134,388 · 0.33%
2022$166,993 · 0.42%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Mdwest One, P.C. NE$67.1M · 0.22%
Immanuel NE$53.4M · 0.34%
Orthowest, P.C. NE$51.9M · 0.09%
Grand Island Clinic, Inc. NE$47.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470754790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.