Plan Ledger DOL Form 5500 · updated monthly

Universal Home Health Care, Inc.401(k)

UNIVERSAL HOME HEALTH CARE 401(K) PROFIT SHARING PLAN · SHEBOYGAN, WI · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Universal Home Health Care, Inc. reported $431 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $261 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,870th of 1,936), and 10,563rd of 11,911 in health care & social assistance. In 2022, employees put in $4.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,389,649
Participants with balances28
Active participants77
Employer contributions$20,072
Employee contributions$95,606
Employer contribution per active participant$261
Average account balance$49,630
Benefits paid to participants$27,884
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$431
Total administrative$431
The Universal Home Health Care, Inc. 401(k) match · 2022
Employer contribution per active participant$261
Median for plans this size$1,114

Universal Home Health Care, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$431 · 0.03%
Similar plansHealth Care & Social Assistance · Wisconsin
Bethel Home, Inc. WI$1.5M · 1.12%
Community Advocates, Inc. WI$1.4M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300246138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.