Plan Ledger DOL Form 5500 · updated monthly

Orleans Community Health403(b)

ORLEANS COMMUNITY HEALTH RETIREMENT SAVINGS 403(B) PLAN · MEDINA, NY · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Orleans Community Health reported $43,015 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $489 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 3 years on file its reported administrative ratio has held roughly steady near 0.28%. 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 2,634th-largest of 5,648 plans among New York employers on file, and the 3,905th of 11,911 in health care & social assistance. In 2024, employees put in $4.38 for every $1.00 the employer contributed; active participation has grown from 291 to 352 since 2022.

Plan summary
Net assets, end of year$18,407,117
Participants with balances607
Active participants352
Employer contributions$172,174
Employee contributions$754,231
Employer contribution per active participant$489
Average account balance$30,325
Benefits paid to participants$1,457,813
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.4M · 607 accts · $172K emplr
2023$12.5M · 584 accts
2022$10.3M · 529 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,000
Investment management$15
Total administrative$43,015
Employer contributions to the Orleans Community Health plan · 2024
Employer contribution per active participant$489
Median for plans this size$2,416

Orleans Community Health's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
UNUM LIFE INS. CO. OF AMERICA · Recordkeepingindirect comp
LINCOLN NATIONAL CORPORATION · Contract administrator$42,305

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$43,015 · 0.28%
2023$31,622 · 0.28%
2022$34,669 · 0.29%
All plans at this employer2
ORLEANS COMMUNITY HEALTH PENSION PLANProfit-sharing plan
ORLEANS COMMUNITY HEALTH RETIREMENT SAVINGS 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · New York
Positive Beginnings, Inc. NY$18.7M · 0.17%
Sachem Dental Group, LLP NY$18.7M · 0.56%
Urban Resource Institute NY$18.3M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160755799 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.