Plan Ledger DOL Form 5500 · updated monthly

Options for Community Living, Inc.403(b)

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF OPTIONS FOR COMMUNITY LIVING, INC. · RONKONKOMA, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Options for Community Living, Inc. reported $2,948 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,832 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 0.019% to 0.021%. 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 among the smaller plans on file in New York (3,032nd of 5,648), and the 4,605th of 11,911 in health care & social assistance. In 2024, employees put in $1.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,388,492
Participants with balances190
Active participants239
Employer contributions$437,739
Employee contributions$582,916
Employer contribution per active participant$1,832
Average account balance$75,729
Benefits paid to participants$2,061,666
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 190 accts · $438K emplr
2023$13.5M · 152 accts · $434K emplr
2022$11.4M · 151 accts · $462K emplr
Employer contributions to the Options for Community Living, Inc. plan · 2024
Employer contribution per active participant$1,832
Median for plans this size$2,416
2024$1,832 per active participant
2023$1,681 per active participant
2022$1,834 per active participant

Options for Community Living, Inc.'s 2024 employer contribution ran below 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.

Administrative cost history3
2024$2,948 · 0.02%
2023$2,142 · 0.02%
2022$2,454 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · New York
Nyu Langone Mso, Inc. NY$14.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112612035 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.