Plan Ledger DOL Form 5500 · updated monthly

St. Luke Residential Health Care Facility, Inc.Profit-sharing plan

ST. LUKE RESIDENTIAL HEALTH CARE FACILITY, INC. RETIREMENT PLAN · OSWEGO, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

St. Luke Residential Health Care Facility, Inc. reported $2,110 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,013 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 2 years on file its reported administrative ratio rose from 0.05% to 0.08%. 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 New York (4,970th of 5,648), and 9,457th of 11,911 in health care & social assistance. active participation has shrunk from 118 to 92 since 2022.

Plan summary
Net assets, end of year$2,735,161
Participants with balances193
Active participants92
Employer contributions$185,194
Employee contributions—
Employer contribution per active participant$2,013
Average account balance$14,172
Benefits paid to participants$400,269
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 193 accts · $185K emplr
2023$2.6M · 198 accts
2022$2.5M · 198 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,110
Total administrative$2,110
Employer contributions to the St. Luke Residential Health Care Facility, Inc. plan · 2024
Employer contribution per active participant$2,013
Median for plans this size$1,313

St. Luke Residential Health Care Facility, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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$2,110 · 0.08%
2023$1,850 · 0.07%
2022$1,475 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · New York
Ali Forney Center NY$2.8M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161391191 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.