Plan Ledger DOL Form 5500 · updated monthly

Shenango Presbyterian Seniorcare403(b)

SHENANGO PRESBYTERIAN SENIORCARE RETIREMENT PLAN · NEW WILMINGTON, PA · plan year 2023

Reported admin expense ratio · 2023
0.78%

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

Shenango Presbyterian Seniorcare reported $15,980 in plan administrative expenses for 2023: 0.78% of average plan assets, above the peer median. Employer contributions averaged $325 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 1 year on file its reported administrative ratio rose from 0.73% to 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,329th of 3,651), and 9,961st of 11,911 in health care & social assistance. In 2023, employees put in $2.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,111,673
Participants with balances151
Active participants148
Employer contributions$48,066
Employee contributions$115,185
Employer contribution per active participant$325
Average account balance$13,985
Benefits paid to participants$306,703
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $39K emplr
2023$2.1M · 151 accts · $48K emplr
2022$2.0M · 102 accts · $43K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$12,185
Investment management$3,795
Total administrative$15,980
Employer contributions to the Shenango Presbyterian Seniorcare plan · 2023
Employer contribution per active participant$325
Median for plans this size$1,308
2023$325 per active participant
2022$290 per active participant

Shenango Presbyterian Seniorcare's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$12,185

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
2024Not separately reported
2023$15,980 · 0.78%
2022$16,207 · 0.73%
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 251189696 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.