Plan Ledger DOL Form 5500 · updated monthly

Oxford House Inc401(k)

OXFORD HOUSE INC 401(K) PROFIT SHARING PLAN & TRUST · SILVER SPRING, MD · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Oxford House Inc reported $6,118 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $595 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 0.09% to 0.33%. 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 among the smaller plans on file in Maryland (1,507th of 1,671), and 9,851st of 11,911 in health care & social assistance. In 2024, employees put in $2.11 for every $1.00 the employer contributed; active participation has grown from 219 to 294 since 2022.

Plan summary
Net assets, end of year$2,228,566
Participants with balances294
Active participants294
Employer contributions$174,956
Employee contributions$369,731
Employer contribution per active participant$595
Average account balance$7,580
Benefits paid to participants$96,290
Plan auditUnmodified (clean) audit opinion
AuditorWELLSCOLEMAN
Plan history3
Yearassets · accounts · employer contribution
2024$2.2M · 294 accts · $175K emplr
2023$1.5M · 119 accts · $112K emplr
2022$1.1M · 99 accts · $85K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,118
Total administrative$6,118
The Oxford House Inc 401(k) match · 2024
Employer contribution per active participant$595
Median for plans this size$1,313
2024$595 per active participant
2023$454 per active participant
2022$388 per active participant

Oxford House 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 · 20241
401GO INC. · Plan administrator · Recordkeeping$6,118

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$6,118 · 0.33%
2023$6,671 · 0.51%
2022$861 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Theranostix, Inc. MD$2.4M · 0.75%
Amatus Health MD$2.3M · 2.52%
Spring Dell Center, Inc. MD$2.2M · 0.06%
Alliance, Inc. MD$2.2M · 1.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521582231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.