Plan Ledger DOL Form 5500 · updated monthly

St. Joseph Infant & Maternity Home dba St. Joseph Home of Cincinnati401(k)

SJH RETIREMENT PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

St. Joseph Infant & Maternity Home dba St. Joseph Home of Cincinnati reported $20,112 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $209 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 0.44% to 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (2,649th of 3,295), and 8,389th of 11,911 in health care & social assistance. In 2024, employees put in $6.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,231,361
Participants with balances115
Active participants238
Employer contributions$49,792
Employee contributions$327,783
Employer contribution per active participant$209
Average account balance$36,794
Benefits paid to participants$387,577
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.2M · 115 accts · $50K emplr
2023$3.7M · 119 accts · $48K emplr
Administrative expenses, itemized · 2024
Investment management$14,739
Total administrative$20,112
The St. Joseph Infant & Maternity Home dba St. Joseph Home of Cincinnati 401(k) match · 2024
Employer contribution per active participant$209
Median for plans this size$1,313
2024$209 per active participant
2023$231 per active participant

St. Joseph Infant & Maternity Home dba St. Joseph Home of Cincinnati's 2024 employer contribution ran below the $1,313 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 · 20242
PENSION CORPORATION OF AMERICA · Recordkeeping$5,373
PCA INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$14,739

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

Recordkeeper by year2
2024PENSION CORPORATION OF AMERICA
2023PENSION CORPORATION OF AMERICA

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

Administrative cost history2
2024$20,112 · 0.51%
2023$16,183 · 0.44%
Similar plansHealth Care & Social Assistance · Ohio
Hillandale Communities OH$4.3M · 1.03%
Drs. Frankel & Puhl, Inc. OH$4.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310536703 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.