Plan Ledger DOL Form 5500 · updated monthly

Upmc Altoona403(b)

ALTOONA REGIONAL HEALTH SYSTEM 403(B) PLAN · ALTOONA, PA · plan year 2024

Reported admin expense ratio · 2024
0.46%

Upmc Altoona reported $70,180 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. 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 0.50% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,792nd-largest of 3,651 plans among Pennsylvania employers on file, and the 4,361st of 11,911 in health care & social assistance. active participation has shrunk from 1,044 to 816 since 2022.

Plan summary
Net assets, end of year$15,672,314
Participants with balances532
Active participants816
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$29,459
Benefits paid to participants$1,043,482
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 532 accts
2023$14.9M · 569 accts
2022$13.9M · 650 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,180
Total administrative$70,180
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$70,180

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$70,180 · 0.46%
2023$70,686 · 0.49%
2022$76,839 · 0.50%
Similar plansHealth Care & Social Assistance · Pennsylvania
Laurel Eye Clinic Group PA$16.1M · 0.44%
Titusville Area Hospital PA$16.0M · 0.12%
Goodwill Keystone Area PA$16.0M · 0.09%
Lehigh Valley Imaging, LLC PA$15.6M · 0.51%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231352155 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.