Plan Ledger DOL Form 5500 · updated monthly

Tomah Memorial Hospital401(k)

TOMAH HEALTH RETIREMENT PLAN · TOMAH, WI · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Tomah Memorial Hospital reported $118,260 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,455 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 0.32% to 0.36%. 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 544th-largest of 1,936 plans among Wisconsin employers on file, and the 2,443rd of 11,911 in health care & social assistance. In 2024, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,540,186
Participants with balances492
Active participants431
Employer contributions$1,058,106
Employee contributions$2,598,850
Employer contribution per active participant$2,455
Average account balance$72,236
Benefits paid to participants$2,694,748
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$35.5M · 492 accts · $1.1M emplr
2023$30.9M · 469 accts · $886K emplr
2022$26.0M · 415 accts · $833K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,933
Investment management$66,327
Total administrative$118,260
The Tomah Memorial Hospital 401(k) match · 2024
Employer contribution per active participant$2,455
Median for plans this size$2,416
2024$2,455 per active participant
2023$2,089 per active participant
2022$2,063 per active participant

Tomah Memorial Hospital's 2024 employer contribution ran above 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 · 20242
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$66,327
ADP, INC. · Loan processing · Recordkeeping$51,933

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

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS
2023ADP, GLOBAL RETIREMENT PARTNERS

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

Administrative cost history3
2024$118,260 · 0.36%
2023$101,012 · 0.36%
2022$89,976 · 0.32%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Totalmed Staffing, Inc. WI$37.3M · 0.58%
Vivent Health WI$34.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390799566 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.