Plan Ledger DOL Form 5500 · updated monthly

Orthoalliance Mso, LLC401(k)

ORTHOALLIANCE 401(K) PLAN · CINCINNATI, OH · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Orthoalliance Mso, LLC reported $200,012 in plan administrative expenses for 2023: 0.14% of average plan assets, above the peer median. Employer contributions averaged $6,246 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 has held roughly steady near 0.139%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 225th-largest of 3,295 plans among Ohio employers on file, and the 679th of 11,911 in health care & social assistance. In 2023, the employer put in $1.20 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$183,754,634
Participants with balances2,885
Active participants2,327
Employer contributions$14,534,572
Employee contributions$12,135,041
Employer contribution per active participant$6,246
Average account balance$63,693
Benefits paid to participants$8,187,902
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$183.8M · 2,885 accts · $14.5M emplr
2022$103.8M · 1,685 accts · $6.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$200,012
Total administrative$200,012
The Orthoalliance Mso, LLC 401(k) match · 2023
Employer contribution per active participant$6,246
Median for plans this size$3,659
2023$6,246 per active participant
2022$4,875 per active participant

Orthoalliance Mso, LLC's 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)$7,888
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$6,512
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$200,012 · 0.14%
2022$130,704 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Adena Health System OH$240.5M · 0.14%
Seven Hills Anesthesia LLC OH$204.2M · 0.15%
Fairfield Medical Center OH$203.4M · 0.32%
Holzer Health System OH$183.3M · 0.23%
Southern Ohio Medical Center OH$172.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311483173 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.