Plan Ledger DOL Form 5500 · updated monthly

Susquehanna Valley Women's Health Care401(k)

SUSQUEHANNA VALLEY WOMEN'S HEALTH CARE 401(K) PLAN · LANCASTER, PA · plan year 2023

Reported admin expense ratio · 2023
0.30%

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

Susquehanna Valley Women's Health Care reported $77,357 in plan administrative expenses for 2023: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,181 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 0.28% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,309th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,079th of 11,911 in health care & social assistance. In 2023, employees put in $3.13 for every $1.00 the employer contributed; active participation has shrunk from 97 to 85 since 2022.

Plan summary
Net assets, end of year$26,031,564
Participants with balances145
Active participants85
Employer contributions$185,404
Employee contributions$579,469
Employer contribution per active participant$2,181
Average account balance$179,528
Benefits paid to participants$3,758,156
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 134 accts · $180K emplr
2023$26.0M · 145 accts · $185K emplr
2022$25.1M · 152 accts · $207K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$26,007
Investment management$51,350
Total administrative$77,357
The Susquehanna Valley Women's Health Care 401(k) match · 2023
Employer contribution per active participant$2,181
Median for plans this size$2,440
2024$2,336 per active participant
2023$2,181 per active participant
2022$2,137 per active participant

Susquehanna Valley Women's Health Care's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
NWPS · Recordkeeping$26,007
RBC WEALTH MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$51,350

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

Recordkeeper by year2
2024NWPS
2023NWPS

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

Administrative cost history3
2024$66,327 · 0.30%
2023$77,357 · 0.30%
2022$90,558 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Primecare Medical, Inc. PA$26.5M · 0.23%
Living Branches PA$26.5M · 0.50%
Voce PA$26.1M · 0.44%
Lifepath, Inc. PA$25.4M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231729982 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.