Plan Ledger DOL Form 5500 · updated monthly

The Shook Home401(k)

THE SHOOK HOME 401K PLAN · CHAMBERSBURG, PA · plan year 2022

Reported admin expense ratio · 2022
0.44%

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

The Shook Home reported $12,201 in plan administrative expenses for 2022: 0.44% of average plan assets, below the peer median. Employer contributions averaged $702 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,255th of 3,651), and 9,610th of 11,911 in health care & social assistance. In 2022, employees put in $2.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,536,778
Participants with balances63
Active participants95
Employer contributions$66,674
Employee contributions$187,990
Employer contribution per active participant$702
Average account balance$40,266
Benefits paid to participants$292,700
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$12,201
Total administrative$12,201
The The Shook Home 401(k) match · 2022
Employer contribution per active participant$702
Median for plans this size$1,114

The Shook Home's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$12,201 · 0.44%
Similar plansHealth Care & Social Assistance · Pennsylvania
Mhy Family Services PA$2.6M · 0.26%
Don Services, Inc. PA$2.5M · 1.01%
Mapa Operating, LLC PA$2.5M · 1.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231312627 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.