Plan Ledger DOL Form 5500 · updated monthly

Oneida Healthcare Center403(b)

ONEIDA HEALTHCARE CENTER 403(B) PLAN · ONEIDA, NY · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Oneida Healthcare Center reported $214,875 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,033 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 0.28% to 0.30%. 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 992nd-largest of 5,648 plans among New York employers on file, and the 1,346th of 11,911 in health care & social assistance. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has grown from 1,034 to 1,149 since 2022.

Plan summary
Net assets, end of year$75,785,431
Participants with balances1,058
Active participants1,149
Employer contributions$2,336,490
Employee contributions$4,004,925
Employer contribution per active participant$2,033
Average account balance$71,631
Benefits paid to participants$6,996,611
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.8M · 1,058 accts · $2.3M emplr
2023$66.2M · 1,133 accts · $1.5M emplr
2022$54.7M · 1,025 accts · $2.5M emplr
Employer contributions to the Oneida Healthcare Center plan · 2024
Employer contribution per active participant$2,033
Median for plans this size$3,635
2024$2,033 per active participant
2023$1,391 per active participant
2022$2,371 per active participant

Oneida Healthcare Center's 2024 employer contribution ran below the $3,635 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 · 20244
LPL FINANCIAL · Investment advisory (plan)$157,888
BPAS TPA SERVCES · Accounting / audit · Trustee$27,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect 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$214,875 · 0.30%
2023$175,347 · 0.29%
2022$159,791 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · New York
Auburn Community Hospital NY$77.2M · 0.39%
Urban Health Plan, Inc. NY$77.1M · 0.41%
Sdg Mgmt Company, LLC NY$76.6M · 0.24%
Oswego Health NY$75.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161492011 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.