Plan Ledger DOL Form 5500 · updated monthly

Union Community Health Center,DC plan

403(B) THRIFT PLAN OF UNION COMMUNITY HEALTH CENTER, INC. · BRONX, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Union Community Health Center, reported $2,306 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,614 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 0.14% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,474th of 5,648), and 7,905th of 11,911 in health care & social assistance. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has grown from 123 to 155 since 2022.

Plan summary
Net assets, end of year$4,999,687
Participants with balances154
Active participants155
Employer contributions$405,212
Employee contributions$828,354
Employer contribution per active participant$2,614
Average account balance$32,466
Benefits paid to participants$131,719
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 154 accts · $405K emplr
2023$3.3M · 146 accts · $393K emplr
2022$1.6M · 115 accts · $402K emplr
Employer contributions to the Union Community Health Center, plan · 2024
Employer contribution per active participant$2,614
Median for plans this size$1,313
2024$2,614 per active participant
2023$2,657 per active participant
2022$3,267 per active participant

Union Community Health Center,'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,892

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$2,306 · 0.06%
2023$1,665 · 0.07%
2022$1,526 · 0.14%
Similar plansHealth Care & Social Assistance · New York
Hope for Youth, Inc. NY$5.1M · 0.46%
Firsthand Health, Inc. NY$5.0M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134074478 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.