Plan Ledger DOL Form 5500 · updated monthly

Orthopaedic Associates of Allentown401(k)

ORTHOPAEDIC ASSOCIATES OF ALLENTOWN PROFIT SHARING 401(K) PLAN · ALLENTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Orthopaedic Associates of Allentown reported $78,458 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $4,534 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 0.21%. 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 975th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,274th of 11,911 in health care & social assistance. In 2024, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,059,136
Participants with balances216
Active participants142
Employer contributions$643,877
Employee contributions$1,052,019
Employer contribution per active participant$4,534
Average account balance$180,829
Benefits paid to participants$3,592,127
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTIONLARSONALLEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$39.1M · 216 accts · $644K emplr
2023$36.0M · 235 accts · $627K emplr
2022$30.0M · 218 accts · $580K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,793
Investment management$47,665
Total administrative$78,458
The Orthopaedic Associates of Allentown 401(k) match · 2024
Employer contribution per active participant$4,534
Median for plans this size$2,416
2024$4,534 per active participant
2023$3,918 per active participant
2022$4,055 per active participant

Orthopaedic Associates of Allentown's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
LINCOLN NATIONAL CORPORATION · Contract administrator$81,541
TRINITY ADVISORS · Investment advisory (plan)$47,665

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$78,458 · 0.21%
2023$71,412 · 0.22%
2022$70,710 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Melmark, Inc. PA$41.1M · 0.14%
Butler Medical Providers PA$39.6M · 0.08%
Inperium, Inc. PA$37.4M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231857130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.