Plan Ledger DOL Form 5500 · updated monthly

Sidney Health Center403(b)

SIDNEY HEALTH CENTER PENSION PLAN · SIDNEY, MT · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Sidney Health Center reported $108,391 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,216 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 3 years on file its reported administrative ratio has held roughly steady near 0.35%. 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 42nd-largest of 229 plans among Montana employers on file, and the 2,628th of 11,911 in health care & social assistance. In 2024, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,071,853
Participants with balances382
Active participants610
Employer contributions$741,799
Employee contributions$1,817,133
Employer contribution per active participant$1,216
Average account balance$83,958
Benefits paid to participants$3,265,219
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.1M · 382 accts · $742K emplr
2023$29.2M · 376 accts · $709K emplr
2022$24.2M · 364 accts · $681K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,391
Total administrative$108,391
Employer contributions to the Sidney Health Center plan · 2024
Employer contribution per active participant$1,216
Median for plans this size$2,416
2024$1,216 per active participant
2023$1,199 per active participant
2022$1,203 per active participant

Sidney Health Center'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 · 20243
EDWARD JONES · Investment advisory (plan)$58,509
CAPITAL GROUP RETIREMENT PLAN SVCS$40,631
BIG SKY RETIREMENT INC · Contract administrator$9,251

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$108,391 · 0.35%
2023$87,189 · 0.33%
2022$97,092 · 0.37%
Same employer
Similar plansHealth Care & Social Assistance · Montana
Great Falls Clinic MT$40.9M · 0.30%
Livingston Healthcare MT$32.5M · 0.35%
Missoula Bone & Joint, LLC MT$31.9M · 0.22%
Glendive Medical Center MT$30.4M · 0.50%
Ortho Montana, PSC MT$30.1M · 0.60%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 810233499 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.