Plan Ledger DOL Form 5500 · updated monthly

Orthopedic Associates of Sw Ohio Inc.401(k)

ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN · CENTERVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Orthopedic Associates of Sw Ohio Inc. reported $249,299 in plan administrative expenses for 2024: 0.78% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,990 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 0.78%. 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 893rd-largest of 3,295 plans among Ohio employers on file, and the 2,522nd of 11,911 in health care & social assistance. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,050,179
Participants with balances211
Active participants145
Employer contributions$433,485
Employee contributions$873,862
Employer contribution per active participant$2,990
Average account balance$161,375
Benefits paid to participants$754,808
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.1M · 211 accts · $433K emplr
2023$29.6M · 202 accts · $1.6M emplr
2022$25.8M · 183 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,541
Investment management$221,758
Total administrative$249,299
The Orthopedic Associates of Sw Ohio Inc. 401(k) match · 2024
Employer contribution per active participant$2,990
Median for plans this size$2,416
2024$2,990 per active participant
2023$10,754 per active participant
2022$10,299 per active participant

Orthopedic Associates of Sw Ohio Inc.'s 2024 employer contribution ran above 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.

Service providers · 20248
UBS FINANCIAL SERVICES, INC · Investment advisory (plan)$68,221
AMERIPRISE FINANCIAL SERVICES · Investment advisory (plan)$64,247
MORGAN STANLEY SMITH BARNEY · Investment advisory (plan)$34,799
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$27,391
KEY BANK NATIONAL ASSOCIATION · Investment advisory (plan)$13,236
EMPOWER ADVISORY GROUP · Investment management$12,728
PRENGER & PROFITT LLC · Contract administrator$2,000

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$249,299 · 0.78%
2023$209,945 · 0.76%
2022$205,207 · 0.75%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Orthounited, Inc. OH$34.7M · 0.18%
Salem Community Hospital OH$34.6M · 0.29%
Signature Health, Inc. OH$32.8M · 0.18%
Concept Rehab, Inc. OH$31.7M · 0.34%
Talbert House OH$31.4M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262292026 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.