Plan Ledger DOL Form 5500 · updated monthly

Stoughton Hospital Association403(b)

STOUGHTON HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY 403(B) PLAN · STOUGHTON, WI · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Stoughton Hospital Association reported $25,533 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,893 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 0.01% to 0.07%. 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 516th-largest of 1,936 plans among Wisconsin employers on file, and the 2,320th of 11,911 in health care & social assistance. In 2024, employees put in $2.15 for every $1.00 the employer contributed; active participation has grown from 365 to 410 since 2022.

Plan summary
Net assets, end of year$38,054,694
Participants with balances385
Active participants410
Employer contributions$776,178
Employee contributions$1,666,800
Employer contribution per active participant$1,893
Average account balance$98,843
Benefits paid to participants$1,723,360
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.1M · 385 accts · $776K emplr
2023$32.1M · 351 accts · $684K emplr
2022$27.5M · 297 accts · $531K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,533
Total administrative$25,533
Employer contributions to the Stoughton Hospital Association plan · 2024
Employer contribution per active participant$1,893
Median for plans this size$2,416
2024$1,893 per active participant
2023$1,782 per active participant
2022$1,455 per active participant

Stoughton Hospital Association's 2024 employer contribution ran below the $2,416 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.

Service providers · 20241
NEWPORT GROUP, INC. · Recordkeeping · Loan processing$25,533

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$25,533 · 0.07%
2023$3,219 · 0.01%
2022$2,185 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Richland Hospital, Inc. WI$39.3M · 0.34%
Totalmed Staffing, Inc. WI$37.3M · 0.58%
Tomah Memorial Hospital WI$35.5M · 0.36%
Vivent Health WI$34.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390832914 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.