Plan Ledger DOL Form 5500 · updated monthly

Upson County Hospital, Inc. dba Upson Regional Medical Center401(k)

UPSON REGIONAL MEDICAL CENTER 401(K) RETIREMENT PLAN · THOMASTON, GA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Upson County Hospital, Inc. dba Upson Regional Medical Center reported $44,292 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,000 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 2 years on file its reported administrative ratio rose from 0.09% to 0.12%. 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 582nd-largest of 2,160 plans among Georgia employers on file, and the 2,386th of 11,911 in health care & social assistance. In 2024, employees put in $3.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,831,679
Participants with balances1,256
Active participants786
Employer contributions$785,725
Employee contributions$2,562,992
Employer contribution per active participant$1,000
Average account balance$29,325
Benefits paid to participants$7,353,041
Plan auditUnmodified (clean) audit opinion
AuditorDRAFFIN & TUCKER, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$36.8M · 1,256 accts · $786K emplr
2023$36.5M · 1,225 accts · $761K emplr
2022$33.5M · 1,175 accts · $482K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,292
Total administrative$44,292
The Upson County Hospital, Inc. dba Upson Regional Medical Center 401(k) match · 2024
Employer contribution per active participant$1,000
Median for plans this size$2,416
2024$1,000 per active participant
2023$945 per active participant
2022$615 per active participant

Upson County Hospital, Inc. dba Upson Regional Medical Center's 2024 employer contribution ran below the $2,416 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 · 20242
VALIC RETIREMENT SERVICES COMPANY · Custodial (securities) · Investment advisory (participants)$40,961

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$44,292 · 0.12%
2023$37,929 · 0.11%
2022$33,478 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Four Winds Health, LLC GA$42.6M · 1.00%
Augusta Ent, P.C. GA$34.1M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581734026 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.