Plan Ledger DOL Form 5500 · updated monthly

Pleasant Valley Hospital403(b)

PLEASANT VALLEY HOSPITAL EMPLOYEES' 403(B) PLAN · POINT PLEASANT, WV · plan year 2024

Reported admin expense ratio · 2024
0.32%

Pleasant Valley Hospital reported $61,196 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. 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 0.53% to 0.32%. 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 80th-largest of 265 plans among West Virginia employers on file, and the 3,749th of 11,911 in health care & social assistance. active participation has grown from 270 to 322 since 2022.

Plan summary
Net assets, end of year$19,577,688
Participants with balances298
Active participants322
Employer contributions—
Employee contributions$711,883
Employer contribution per active participant—
Average account balance$65,697
Benefits paid to participants$1,440,184
Plan auditUnmodified (clean) audit opinion
AuditorSUTTLE & STALNAKER, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 298 accts
2023$18.3M · 306 accts · $531K emplr
2022$17.3M · 388 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,786
Investment management$11,410
Total administrative$61,196
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$49,467
MORGAN STANLEY · Investment advisory (plan) · Other services$11,410

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$61,196 · 0.32%
2023$64,160 · 0.36%
2022$102,885 · 0.53%
All plans at this employer2
PLEASANT VALLEY HOSPITAL EMPLOYEES' PENSION 401(A) PLANMoney purchase plan
PLEASANT VALLEY HOSPITAL EMPLOYEES' 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · West Virginia
Retina Consultants, PLLC WV$20.1M · 0.04%
Kanawha Hospice Care, Inc. WV$19.4M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550440086 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.