Plan Ledger DOL Form 5500 · updated monthly

Presbyterian SeniorcareMoney purchase plan

PRESBYTERIAN SENIORCARE DEFINED CONTRIBUTION PENSION PLAN · OAKMONT, PA · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Presbyterian Seniorcare reported $120,919 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,533 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 0.51% to 0.56%. 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 1,445th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,422nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$22,188,581
Participants with balances863
Active participants599
Employer contributions$918,140
Employee contributions—
Employer contribution per active participant$1,533
Average account balance$25,711
Benefits paid to participants$1,971,253
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.2M · 863 accts · $918K emplr
2023$20.7M · 835 accts · $853K emplr
2022$18.4M · 824 accts · $817K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,741
Investment management$50,178
Total administrative$120,919
Employer contributions to the Presbyterian Seniorcare plan · 2024
Employer contribution per active participant$1,533
Median for plans this size$2,416
2024$1,533 per active participant
2023$1,497 per active participant
2022$1,408 per active participant

Presbyterian Seniorcare'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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping$70,741
CORPORATE BENEFITS CONSULTANTS INC · Investment advisory (plan)$42,972
PRINCIPAL SECURITIES INC · Investment advisory (plan)$7,207

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$120,919 · 0.56%
2023$104,820 · 0.53%
2022$108,732 · 0.51%
All plans at this employer2
PRESBYTERIAN SENIORCARE DEFINED CONTRIBUTION PENSION PLANMoney purchase plan
PRESBYTERIAN SENIORCARE RETIREMENT PLAN403(b)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 250969422 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.