Plan Ledger DOL Form 5500 · updated monthly

St Johnsville Rehabilitation A401(k)

ST JOHNSVILLE REHABILITATION A 401(K) PROFIT SHARING PLAN & TRUST · SAINT JOHNSVILLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

St Johnsville Rehabilitation A reported $3,709 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. Employer contributions averaged $179 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 0.52%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (5,384th of 5,648), and 11,090th of 11,911 in health care & social assistance. In 2024, employees put in $4.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$778,833
Participants with balances192
Active participants109
Employer contributions$19,492
Employee contributions$79,220
Employer contribution per active participant$179
Average account balance$4,056
Benefits paid to participants$30,466
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$779K · 192 accts · $19K emplr
2023$646K · 186 accts · $15K emplr
2022$522K · 171 accts · $15K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,508
Investment management$341
Trustee / custodial$860
Total administrative$3,709
The St Johnsville Rehabilitation A 401(k) match · 2024
Employer contribution per active participant$179
Median for plans this size$540
2024$179 per active participant
2023$144 per active participant
2022$148 per active participant

St Johnsville Rehabilitation A's 2024 employer contribution ran below the $540 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.

Administrative cost history3
2024$3,709 · 0.52%
2023$3,163 · 0.54%
2022$3,410 · 0.54%
Similar plansHealth Care & Social Assistance · New York
Choice of New Rochelle NY$776K · 1.27%
Elderchoice, Inc. NY$747K · 2.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201388111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.