Plan Ledger DOL Form 5500 · updated monthly

Osf Healthcare System403(b)

KATHERINE SHAW BETHEA HOSPITAL RETIREMENT SAVINGS PLAN · PEORIA, IL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Osf Healthcare System reported $88,893 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $2,490 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 536th-largest of 3,702 plans among Illinois employers on file, and the 1,048th of 11,911 in health care & social assistance. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$106,311,646
Participants with balances1,066
Active participants882
Employer contributions$2,196,302
Employee contributions$3,698,481
Employer contribution per active participant$2,490
Average account balance$99,729
Benefits paid to participants$18,714,313
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,243
Trustee / custodial$65,650
Total administrative$88,893
Employer contributions to the Osf Healthcare System plan · 2024
Employer contribution per active participant$2,490
Median for plans this size$3,635

Osf Healthcare System's 2024 employer contribution ran below the $3,635 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 · 20244
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$23,243
MIDLAND STATES BANK · Trustee · Participant communication$65,650
CHARLES SCHWAB TRUST BANK · Custodial (securities)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 history1
2024$88,893 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Vyaire Medical Payroll LLC IL$125.8M · 0.08%
Siu Physicians & Surgeons IL$112.6M · 0.02%
Anderson Healthcare IL$93.9M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 370813229 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.