Plan Ledger DOL Form 5500 · updated monthly

Shelby County Memorial Hospital Association dba Wilson Health401(k)

WILSON HEALTH 401(K) PLAN · SIDNEY, OH · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Shelby County Memorial Hospital Association dba Wilson Health reported $53,245 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,005 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 0.07% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 411th-largest of 3,295 plans among Ohio employers on file, and the 1,199th of 11,911 in health care & social assistance. In 2024, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$88,847,547
Participants with balances1,023
Active participants755
Employer contributions$2,268,802
Employee contributions$3,136,658
Employer contribution per active participant$3,005
Average account balance$86,850
Benefits paid to participants$13,012,721
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$88.8M · 1,023 accts · $2.3M emplr
2023$84.2M · 1,074 accts · $2.4M emplr
2022$75.2M · 1,130 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,855
Investment management$15,390
Total administrative$53,245
The Shelby County Memorial Hospital Association dba Wilson Health 401(k) match · 2024
Employer contribution per active participant$3,005
Median for plans this size$3,635
2024$3,005 per active participant
2023$3,268 per active participant
2022$3,181 per active participant

Shelby County Memorial Hospital Association dba Wilson Health's 2024 employer contribution ran below the $3,635 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$37,855
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$15,390

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

Administrative cost history3
2024$53,245 · 0.06%
2023$44,158 · 0.06%
2022$54,198 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Medcentral Health System OH$104.3M · 0.00%
Union Hospital Association OH$82.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 344427944 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.