Plan Ledger DOL Form 5500 · updated monthly

Osceola Community Hosptial Inc.403(b)

OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN · SIBLEY, IA · plan year 2023

Reported admin expense ratio · 2023
0.90%

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

Osceola Community Hosptial Inc. reported $37,949 in plan administrative expenses for 2023: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,172 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 rose from 0.62% to 0.88%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Iowa (720th of 878), and 8,225th of 11,911 in health care & social assistance. In 2023, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,486,956
Participants with balances122
Active participants122
Employer contributions$143,012
Employee contributions$266,413
Employer contribution per active participant$1,172
Average account balance$36,778
Benefits paid to participants$460,418
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 125 accts · $151K emplr
2023$4.5M · 122 accts · $143K emplr
2022$3.9M · 133 accts · $146K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$36,252
Investment management$1,697
Total administrative$37,949
Employer contributions to the Osceola Community Hosptial Inc. plan · 2023
Employer contribution per active participant$1,172
Median for plans this size$1,308
2024$1,151 per active participant
2023$1,172 per active participant
2022$1,197 per active participant

Osceola Community Hosptial Inc.'s 2023 employer contribution ran below the $1,308 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 · 20232
NORTHWESTERN MUTUAL WEALTH MGMTindirect comp

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$38,702 · 0.88%
2023$37,949 · 0.90%
2022$28,874 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Iowa
New Choices, Inc. IA$4.7M · 0.03%
Discovery Living, Inc. IA$4.5M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420890973 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.