Plan Ledger DOL Form 5500 · updated monthly

Oneota Riverview Care Facility, Inc403(b)

WELLINGTON PLACE EMPLOYEE RETIREMENT PLAN · DECORAH, IA · plan year 2022

Reported admin expense ratio · 2022
0.21%

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

Oneota Riverview Care Facility, Inc reported $2,086 in plan administrative expenses for 2022: 0.21% of average plan assets, below the peer median. Employer contributions averaged $144 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Iowa (848th of 878), and 11,024th of 11,911 in health care & social assistance. In 2022, employees put in $2.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$857,772
Participants with balances65
Active participants127
Employer contributions$18,292
Employee contributions$52,453
Employer contribution per active participant$144
Average account balance$13,196
Benefits paid to participants$254,023
Plan auditUnmodified (clean) audit opinion
Employer contributions to the Oneota Riverview Care Facility, Inc plan · 2022
Employer contribution per active participant$144
Median for plans this size$1,114

Oneota Riverview Care Facility, Inc's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,086 · 0.21%
Similar plansHealth Care & Social Assistance · Iowa
Bridges of Iowa IA$1.1M · 0.19%
Skyline Center, Inc. IA$1.0M · 0.90%
Midlands Living Center IA$705K · 0.86%
Sunrise Manor IA$653K · 1.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411316873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.