Plan Ledger DOL Form 5500 · updated monthly

Positive Changes401(k)

POSITIVE CHANGES SAFE HARBOR 401(K) PLAN · OKLAHOMA CITY, OK · plan year 2022

Reported admin expense ratio · 2022
0.24%

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

Positive Changes reported $2,188 in plan administrative expenses for 2022: 0.24% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,073 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oklahoma (684th of 724), and 10,954th of 11,911 in health care & social assistance. In 2022, employees put in $1.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$937,100
Participants with balances99
Active participants97
Employer contributions$104,037
Employee contributions$162,050
Employer contribution per active participant$1,073
Average account balance$9,466
Benefits paid to participants$26,121
Plan auditUnmodified (clean) audit opinion
AuditorARLEDGE & ASSOCIATES
Administrative expenses, itemized · 2022
Professional / advisory$2,188
Total administrative$2,188
The Positive Changes 401(k) match · 2022
Employer contribution per active participant$1,073
Median for plans this size$331

Positive Changes's 2022 employer contribution ran above the $331 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,188 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Oklahoma
A New Leaf, Inc. OK$1.2M · 0.07%
Maric Healthcare, LLC OK$1.1M · 1.95%
Gatesway Foundation, Inc. OK$890K · 1.39%
Smith Home Care LLC OK$798K · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203079697 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.