Plan Ledger DOL Form 5500 · updated monthly

St. Anns Home for the Aged403(b)

ST. ANN'S COMMUNITY 403(B) RETIREMENT PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

St. Anns Home for the Aged reported $133,959 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $1,219 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 0.39%. 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 1,740th-largest of 5,648 plans among New York employers on file, and the 2,417th of 11,911 in health care & social assistance. In 2024, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,967,538
Participants with balances1,632
Active participants1,049
Employer contributions$1,278,805
Employee contributions$2,518,205
Employer contribution per active participant$1,219
Average account balance$22,039
Benefits paid to participants$3,944,075
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.0M · 1,632 accts · $1.3M emplr
2023$32.2M · 1,655 accts · $1.8M emplr
2022$26.0M · 1,784 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$133,959
Total administrative$133,959
Employer contributions to the St. Anns Home for the Aged plan · 2024
Employer contribution per active participant$1,219
Median for plans this size$2,416
2024$1,219 per active participant
2023$1,524 per active participant
2022$1,413 per active participant

St. Anns Home for the Aged'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
BURKE GROUP · Recordkeeping$133,959

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

Recordkeeper by year2
2024BURKE GROUP
2023BURKE GROUP

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

Administrative cost history3
2024$133,959 · 0.39%
2023$101,703 · 0.35%
2022$105,256 · 0.38%
Same employer
Similar plansHealth Care & Social Assistance · New York
Henry Street Settlement NY$36.2M · 0.18%
Cny Family Care, LLP NY$35.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160743146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.