Plan Ledger DOL Form 5500 · updated monthly

Orthowest, P.C.401(k)

ORTHOWEST, P.C. 401(K) SAVINGS PLAN · OMAHA, NE · plan year 2023

Reported admin expense ratio · 2023
0.09%

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

Orthowest, P.C. reported $41,591 in plan administrative expenses for 2023: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,760 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 124th-largest of 565 plans among Nebraska employers on file, and the 1,818th of 11,911 in health care & social assistance. In 2023, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$51,867,983
Participants with balances322
Active participants277
Employer contributions$1,872,452
Employee contributions$1,826,657
Employer contribution per active participant$6,760
Average account balance$161,081
Benefits paid to participants$2,576,323
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$0 · $258K emplr
2023$51.9M · 322 accts · $1.9M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$41,591
Total administrative$41,591
The Orthowest, P.C. 401(k) match · 2023
Employer contribution per active participant$6,760
Median for plans this size$2,440

Orthowest, P.C.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
EMPOWER EQUITIES INC. · Securities brokerageindirect 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
2024Not separately reported
2023$41,591 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Immanuel NE$53.4M · 0.34%
Grand Island Clinic, Inc. NE$47.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470845955 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.