Plan Ledger DOL Form 5500 · updated monthly

Sunnyside Presbyterian Home401(k)

SUNNYSIDE 401(K) AND RETIREMENT PLAN · HARRISONBURG, VA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Sunnyside Presbyterian Home reported $91,249 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,172 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 0.49% to 0.52%. 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 1,065th-largest of 2,266 plans among Virginia employers on file, and the 3,967th of 11,911 in health care & social assistance. In 2024, employees put in $1.52 for every $1.00 the employer contributed; active participation has grown from 585 to 665 since 2022.

Plan summary
Net assets, end of year$18,033,549
Participants with balances597
Active participants665
Employer contributions$779,270
Employee contributions$1,186,972
Employer contribution per active participant$1,172
Average account balance$30,207
Benefits paid to participants$3,318,878
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.0M · 597 accts · $779K emplr
2023$16.9M · 600 accts · $606K emplr
2022$13.8M · 497 accts · $459K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,706
Investment management$44,543
Total administrative$91,249
The Sunnyside Presbyterian Home 401(k) match · 2024
Employer contribution per active participant$1,172
Median for plans this size$2,416
2024$1,172 per active participant
2023$941 per active participant
2022$785 per active participant

Sunnyside Presbyterian Home'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 · 20242
JOHN HANCOCK · Recordkeeping$46,706
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (participants)$44,543

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$91,249 · 0.52%
2023$69,675 · 0.46%
2022$77,363 · 0.49%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Versability Resources, Inc. VA$18.8M · 0.67%
Partnermd, LLC VA$17.9M · 0.38%
Community Residences, Inc VA$16.7M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540591600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.