Plan Ledger DOL Form 5500 · updated monthly

Seneca Medical Holdings, Inc.ESOP

SENECA MEDICAL EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · TIFFIN, OH · plan year 2022

Reported admin expense ratio · 2022
0.18%

Seneca Medical Holdings, Inc. reported $70,595 in plan administrative expenses for 2022: 0.18% of average plan assets, below 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 0.18% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 798th-largest of 3,295 plans among Ohio employers on file, and the 1,068th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$38,826,423
Participants with balances615
Active participants238
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$63,132
Benefits paid to participants$3,327,839
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.0M · 525 accts
2023$35.7M · 583 accts
2022$38.8M · 615 accts
Administrative expenses, itemized · 2022
Investment management$70,595
Total administrative$70,595
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$68,557 · 0.24%
2023$77,340 · 0.21%
2022$70,595 · 0.18%
Similar plansWholesale Trade · Ohio
Totes Isotoner Corporation OH$39.2M · 0.08%
Partssource, Inc. OH$39.0M · 0.43%
Midwest Tape, LLC OH$38.9M · 0.42%
Barentz North America, LLC OH$38.3M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810816640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.