Plan Ledger DOL Form 5500 · updated monthly

Tri-County Memorial Hospital, Inc.403(b)

TRI-COUNTY MEMORIAL HOSPITAL, INC. TAX DEFERRED SAVINGS PLAN · WHITEHALL, WI · plan year 2022

Reported admin expense ratio · 2022
0.43%

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

Tri-County Memorial Hospital, Inc. reported $44,570 in plan administrative expenses for 2022: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,651 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,221st of 1,936), and the 5,391st of 11,911 in health care & social assistance. In 2022, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,155,402
Participants with balances220
Active participants240
Employer contributions$396,160
Employee contributions$755,394
Employer contribution per active participant$1,651
Average account balance$50,706
Benefits paid to participants$239,082
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI,LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$26,643
Investment management$17,927
Total administrative$44,570
Employer contributions to the Tri-County Memorial Hospital, Inc. plan · 2022
Employer contribution per active participant$1,651
Median for plans this size$2,266

Tri-County Memorial Hospital, Inc.'s 2022 employer contribution ran below the $2,266 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$44,570 · 0.43%
Similar plansHealth Care & Social Assistance · Wisconsin

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Source: U.S. Department of Labor, Form 5500 series, EIN 390704510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.