Plan Ledger DOL Form 5500 · updated monthly

Upmc Hamot403(b)

HAMOT HEALTH FOUNDATION EMPLOYEE TAX-DEFERRED SAVINGS PLAN · ERIE, PA · plan year 2023

Reported admin expense ratio · 2023
0.00%

Upmc Hamot reported $250 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. 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 0.00% to 0.02%. 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 634th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,467th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$68,603,443
Participants with balances1,181
Active participants714
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$58,089
Benefits paid to participants$6,563,481
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$64.8M · 1,092 accts
2023$68.6M · 1,181 accts
2022$68.0M · 1,271 accts
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
RBC CAPITAL MARKETS, LLCindirect 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$16,674 · 0.02%
2023$250 · 0.00%
2022$466 · 0.00%
Similar plansHealth Care & Social Assistance · Pennsylvania
Primemed, P C PA$69.4M · 0.02%
Pyramid Healthcare, Inc. PA$69.3M · 0.87%
Richard J. Caron Foundation PA$61.0M · 0.02%
Keystone Human Services PA$59.5M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250965387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.