Plan Ledger DOL Form 5500 · updated monthly

Othello Community Hospital403(b)

SECTION 403(B) RETIREMENT PLAN FOR OTHELLO COMMUNITY HOSPITAL · OTHELLO, WA · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Othello Community Hospital reported $105,225 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,674 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 0.609%. 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 733rd-largest of 1,714 plans among Washington employers on file, and the 3,879th of 11,911 in health care & social assistance. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,595,299
Participants with balances138
Active participants172
Employer contributions$459,910
Employee contributions$647,252
Employer contribution per active participant$2,674
Average account balance$134,749
Benefits paid to participants$113,242
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 138 accts · $460K emplr
2023$15.9M · 144 accts · $436K emplr
2022$13.1M · 138 accts · $437K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,225
Total administrative$105,225
Employer contributions to the Othello Community Hospital plan · 2024
Employer contribution per active participant$2,674
Median for plans this size$2,416
2024$2,674 per active participant
2023$2,691 per active participant
2022$2,768 per active participant

Othello Community Hospital'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 · 20241
SECURITY FINANCIAL RESOURCES · Recordkeeping · Pension consulting$105,225

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024SECURITY FINANCIAL RESOURCES
2023SECURITY FINANCIAL RESOURCES

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$105,225 · 0.61%
2023$85,257 · 0.59%
2022$89,722 · 0.61%
Similar plansHealth Care & Social Assistance · Washington
Navos WA$20.4M · 0.17%
Olympic Sports & Spine PLLC WA$20.1M · 0.93%
Wesley Homes WA$19.6M · 0.34%
Kindering Center WA$18.3M · 0.24%
Horizon House WA$17.2M · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 916016170 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.