Plan Ledger DOL Form 5500 · updated monthly

United Network for Organ Sharing401(k)

UNITED NETWORK FOR ORGAN SHARING 401(K) RETIREMENT PLAN · RICHMOND, VA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

United Network for Organ Sharing reported $146,152 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $8,953 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 0.127% to 0.134%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 246th-largest of 2,266 plans among Virginia employers on file, and the 959th of 11,911 in health care & social assistance. In 2024, employees put in $1.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$117,509,300
Participants with balances643
Active participants452
Employer contributions$4,046,921
Employee contributions$4,481,758
Employer contribution per active participant$8,953
Average account balance$182,752
Benefits paid to participants$7,849,564
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$117.5M · 643 accts · $4.0M emplr
2023$101.4M · 652 accts · $3.9M emplr
2022$84.4M · 584 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$146,152
Total administrative$146,152
The United Network for Organ Sharing 401(k) match · 2024
Employer contribution per active participant$8,953
Median for plans this size$3,635
2024$8,953 per active participant
2023$8,107 per active participant
2022$7,785 per active participant

United Network for Organ Sharing's 2024 employer contribution ran above the $3,635 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$146,136
VALMARK SECURITIES INC · Other servicesindirect comp
EXECUTIVE INSURANCE AGENCY INC · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$146,152 · 0.13%
2023$125,462 · 0.14%
2022$116,409 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Servicesource, Inc. VA$124.5M · 0.18%
Acuity International, LLC VA$117.3M · 0.19%
Acuity International, LLC VA$108.8M · 0.25%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 541327878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.