Plan Ledger DOL Form 5500 · updated monthly

Upmc Chautauqua at Wca403(b)

WCA HOSPITAL 403(B) RETIREMENT SAVINGS PLAN · JAMESTOWN, NY · plan year 2023

Reported admin expense ratio · 2023
0.14%

Upmc Chautauqua at Wca reported $89,458 in plan administrative expenses for 2023: 0.14% 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 3 years on file its reported administrative ratio has held roughly steady near 0.144%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,145th-largest of 5,648 plans among New York employers on file, and the 1,529th of 11,911 in health care & social assistance. active participation has grown from 209 to 308 since 2022.

Plan summary
Net assets, end of year$64,165,287
Participants with balances680
Active participants308
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$94,361
Benefits paid to participants$4,027,776
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$62.5M · 594 accts
2023$64.2M · 680 accts
2022$61.7M · 721 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$89,458
Total administrative$89,458
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
LINCOLN NATIONAL CORPORATION · Contract administrator$89,458

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$91,013 · 0.14%
2023$89,458 · 0.14%
2022$91,794 · 0.14%
Similar plansHealth Care & Social Assistance · New York
Acorda Therapeutics, Inc. NY$64.9M · 0.07%
Horizon Medical Group, PC NY$64.6M · 0.01%
Public Health Solutions NY$64.2M · 0.16%
Covenant House NY$63.4M · 0.39%
Post Acute Partners, LLC NY$63.1M · 0.19%
Excelsior Orthopaedics LLP NY$63.0M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160743226 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.