Plan Ledger DOL Form 5500 · updated monthly

Presbyterian Homes in the Presbytery of Lake ErieProfit-sharing plan

PRESBYTERIAN HOMES IN THE PRESBYTERY OF LAKE ERIE PROFIT SHARING PLAN · ERIE, PA · plan year 2022

Reported admin expense ratio · 2022
0.56%

Presbyterian Homes in the Presbytery of Lake Erie reported $14,363 in plan administrative expenses for 2022: 0.56% 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 rose from 0.56% to 1.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,327th of 3,651), and 9,953rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,116,771
Participants with balances307
Active participants283
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$6,895
Benefits paid to participants$347,031
Plan auditUnmodified (clean) audit opinion
AuditorCOLEMAN & COMPANY, P.C. ERIE, PA
Plan history3
Yearassets · accounts · employer contribution
2024$4K · 4 accts
2023$956K · 142 accts
2022$2.1M · 307 accts
Administrative expenses, itemized · 2022
Investment management$14,363
Total administrative$14,363
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 history3
2024$7,080 · 1.47%
2023$12,490 · 0.81%
2022$14,363 · 0.56%
Similar plansHealth Care & Social Assistance · Pennsylvania
Susque-View Home, Inc. PA$2.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250979369 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.