Plan Ledger DOL Form 5500 · updated monthly

Oxford Healthcare Management, Inc.401(k)

OXFORD HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT SAVINGS PLAN · OXFORD, MS · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Oxford Healthcare Management, Inc. reported $26,103 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $432 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 fell from 0.70% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 173rd-largest of 367 plans among Mississippi employers on file, and the 5,714th of 11,911 in health care & social assistance. In 2024, employees put in $2.59 for every $1.00 the employer contributed; active participation has grown from 454 to 575 since 2022.

Plan summary
Net assets, end of year$9,957,772
Participants with balances392
Active participants575
Employer contributions$248,585
Employee contributions$642,859
Employer contribution per active participant$432
Average account balance$25,402
Benefits paid to participants$824,155
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 392 accts · $249K emplr
2023$8.9M · 410 accts · $253K emplr
2022$7.6M · 472 accts · $268K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,250
Investment management$35
Total administrative$26,103
The Oxford Healthcare Management, Inc. 401(k) match · 2024
Employer contribution per active participant$432
Median for plans this size$1,313
2024$432 per active participant
2023$432 per active participant
2022$590 per active participant

Oxford Healthcare Management, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (participants)$87
CBIZ BENEFITS AND INSURANCE SERVICE · Other servicesindirect 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$26,103 · 0.28%
2023$27,805 · 0.34%
2022$57,649 · 0.70%
Similar plansHealth Care & Social Assistance · Mississippi
SA Holding Company, Inc. MS$8.3M · 1.03%
Medico, LLC MS$6.5M · 2.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201721311 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.