Plan Ledger DOL Form 5500 · updated monthly

Uofl Health, Inc.401(k)

UOFL HEALTH 401(K) PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Uofl Health, Inc. reported $656,183 in plan administrative expenses for 2024: 0.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,118 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 1 year on file its reported administrative ratio rose from 0.04% to 0.13%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 16th-largest of 871 plans among Kentucky employers on file, and the 303rd of 11,911 in health care & social assistance. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$565,793,727
Participants with balances12,432
Active participants11,211
Employer contributions$23,744,842
Employee contributions$49,294,573
Employer contribution per active participant$2,118
Average account balance$45,511
Benefits paid to participants$42,742,834
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$565.8M · 12,432 accts · $23.7M emplr
2023$466.4M · 11,146 accts · $14.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$656,183
Total administrative$656,183
The Uofl Health, Inc. 401(k) match · 2024
Employer contribution per active participant$2,118
Median for plans this size$4,294
2024$2,118 per active participant
2023$1,344 per active participant

Uofl Health, Inc.'s 2024 employer contribution ran below the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$583,208

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

Administrative cost history2
2024$656,183 · 0.13%
2023$186,032 · 0.04%
All plans at this employer2
UNIVERSITY HOSPITAL 403(B) PLAN403(b)
UOFL HEALTH 401(K) PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Norton Healthcare, Inc. KY$2.3B · 0.08%
Kindred Healthcare LLC KY$969.3M · 0.09%
New Lexington Clinic, P.S.C. KY$295.5M · 0.04%
Owensboro Health, Inc. KY$246.0M · 0.13%
Ephraim McDowell Health KY$202.6M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 843125292 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.