Plan Ledger DOL Form 5500 · updated monthly

Rockcastle Hospital and Subsidiaries, Inc.401(k)

ROCKCASTLE HOSPITAL AND SUBSIDIARIES RETIREMENT PLAN · MT. VERNON, KY · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Rockcastle Hospital and Subsidiaries, Inc. reported $11,993 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,298 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 fell from 0.18% to 0.04%. 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 191st-largest of 871 plans among Kentucky employers on file, and the 2,447th of 11,911 in health care & social assistance. In 2024, employees put in $2.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,490,409
Participants with balances560
Active participants592
Employer contributions$768,600
Employee contributions$2,126,615
Employer contribution per active participant$1,298
Average account balance$63,376
Benefits paid to participants$1,777,056
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.5M · 560 accts · $769K emplr
2023$30.3M · 541 accts · $713K emplr
2022$24.5M · 487 accts · $628K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,993
Total administrative$11,993
The Rockcastle Hospital and Subsidiaries, Inc. 401(k) match · 2024
Employer contribution per active participant$1,298
Median for plans this size$2,416
2024$1,298 per active participant
2023$1,223 per active participant
2022$1,139 per active participant

Rockcastle Hospital and Subsidiaries, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$11,993

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$11,993 · 0.04%
2023$8,612 · 0.03%
2022$44,994 · 0.18%
Same employer
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Arrow Dental, PLLC KY$36.0M · 0.41%
Methodist Health, Inc. KY$30.0M · 0.25%
Pathways, Inc. KY$28.7M · 0.30%
Harrison Memorial Hospital KY$26.4M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610523304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.