Plan Ledger DOL Form 5500 · updated monthly

Pennswood Village403(b)

PENNSWOOD VILLAGE 403B PLAN · NEWTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Pennswood Village reported $39,351 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,336 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 0.17% to 0.19%. 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 1,503rd-largest of 3,651 plans among Pennsylvania employers on file, and the 3,583rd of 11,911 in health care & social assistance. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 360 to 428 since 2022.

Plan summary
Net assets, end of year$20,809,542
Participants with balances230
Active participants428
Employer contributions$571,608
Employee contributions$884,508
Employer contribution per active participant$1,336
Average account balance$90,476
Benefits paid to participants$3,205,998
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.8M · 230 accts · $572K emplr
2023$20.1M · 230 accts · $533K emplr
2022$17.7M · 218 accts · $490K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,612
Investment management$37,739
Total administrative$39,351
Employer contributions to the Pennswood Village plan · 2024
Employer contribution per active participant$1,336
Median for plans this size$2,416
2024$1,336 per active participant
2023$1,356 per active participant
2022$1,362 per active participant

Pennswood Village's 2024 employer contribution ran below 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,512
LRI INVESTMENTS · Investment advisory (participants) · Investment advisory (plan)$37,739

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$39,351 · 0.19%
2023$35,268 · 0.19%
2022$34,039 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Family Counseling Center PA$22.2M · 0.02%
Garden Spot Village PA$20.7M · 0.50%
Verland PA$20.2M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232021541 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.