Plan Ledger DOL Form 5500 · updated monthly

Ozarks Community Hospital401(k)

OZARKS COMMUNITY HOSPITAL 401(K) PROFIT SHARING PLAN · SPRINGFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Ozarks Community Hospital reported $23,792 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $331 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 0.16%. 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 686th-largest of 1,393 plans among Missouri employers on file, and the 4,360th of 11,911 in health care & social assistance. In 2024, employees put in $8.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,674,065
Participants with balances478
Active participants626
Employer contributions$207,235
Employee contributions$1,736,524
Employer contribution per active participant$331
Average account balance$32,791
Benefits paid to participants$2,641,851
Plan auditUnmodified (clean) audit opinion
AuditorELLIOTT, ROBINSON & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 478 accts · $207K emplr
2023$14.7M · 477 accts · $205K emplr
2022$12.4M · 444 accts · $193K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,201
Total administrative$23,792
The Ozarks Community Hospital 401(k) match · 2024
Employer contribution per active participant$331
Median for plans this size$2,416
2024$331 per active participant
2023$290 per active participant
2022$296 per active participant

Ozarks Community Hospital's 2024 employer contribution ran below the $2,416 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$22,173
EDWARD JONES · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)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 history3
2024$23,792 · 0.16%
2023$21,022 · 0.16%
2022$20,819 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
St. Louis Arc, Inc. MO$18.2M · 0.46%
Metro Imaging, LLC MO$15.7M · 0.48%
Home Health United, Inc. MO$15.7M · 0.07%
Greater K.C. Linc, Inc MO$15.6M · 0.39%
Kansas City Hospice, Inc. MO$13.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431592082 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.