Plan Ledger DOL Form 5500 · updated monthly

Titusville Area Hospital401(k)

TITUSVILLE AREA HOSPITAL UNION RETIREMENT PLAN · TITUSVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Titusville Area Hospital reported $18,799 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $915 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 fell from 0.15% to 0.12%. 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 1,764th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,299th of 11,911 in health care & social assistance. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,035,688
Participants with balances283
Active participants174
Employer contributions$159,242
Employee contributions$311,723
Employer contribution per active participant$915
Average account balance$56,663
Benefits paid to participants$424,802
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 283 accts · $159K emplr
2023$14.4M · 302 accts · $150K emplr
2022$13.1M · 278 accts · $147K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,799
Total administrative$18,799
The Titusville Area Hospital 401(k) match · 2024
Employer contribution per active participant$915
Median for plans this size$2,416
2024$915 per active participant
2023$729 per active participant
2022$798 per active participant

Titusville Area Hospital'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 · 20241
VALIC RETIREMENT SERVICES COMPANY · Custodial (securities) · Investment advisory (participants)$18,799

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$18,799 · 0.12%
2023$17,210 · 0.13%
2022$18,348 · 0.15%
All plans at this employer2
TITUSVILLE AREA HOSPITAL TSA ANNUITY PLAN403(b)
TITUSVILLE AREA HOSPITAL UNION RETIREMENT PLAN401(k)
Same employer
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Laurel Eye Clinic Group PA$16.1M · 0.44%
Goodwill Keystone Area PA$16.0M · 0.09%
Upmc Altoona PA$15.7M · 0.46%
Lehigh Valley Imaging, LLC PA$15.6M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250965579 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.