Plan Ledger DOL Form 5500 · updated monthly

Upstate New York Transplant Services, Inc401(k)

UPSTATE NEW YORK TRANSPLANT SERVICES, INC. (UNYTS) 401K PROFIT SHARING PLAN · WILLIAMSVILLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Upstate New York Transplant Services, Inc reported $47,245 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $2,049 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 0.44% to 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (3,738th of 5,648), and 6,017th of 11,911 in health care & social assistance. In 2024, employees put in $1.61 for every $1.00 the employer contributed; active participation has grown from 127 to 150 since 2022.

Plan summary
Net assets, end of year$9,129,967
Participants with balances214
Active participants150
Employer contributions$307,378
Employee contributions$495,871
Employer contribution per active participant$2,049
Average account balance$42,663
Benefits paid to participants$1,026,820
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 214 accts · $307K emplr
2023$8.2M · 289 accts · $271K emplr
2022$7.6M · 265 accts · $243K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,245
Total administrative$47,245
The Upstate New York Transplant Services, Inc 401(k) match · 2024
Employer contribution per active participant$2,049
Median for plans this size$1,313
2024$2,049 per active participant
2023$1,869 per active participant
2022$1,914 per active participant

Upstate New York Transplant Services, Inc's 2024 employer contribution ran above the $1,313 median for plans its size. 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
EQUITABLE · Recordkeeping · Trustee (directed)$47,245

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

Recordkeeper by year2
2024EQUITABLE
2023EQUITABLE

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$47,245 · 0.55%
2023$33,232 · 0.42%
2022$36,610 · 0.44%
Same employer
Similar plansHealth Care & Social Assistance · New York
Abbott House, Inc. NY$9.2M · 0.03%
Midwest Recover-Care NY$9.1M · 0.97%
Greatcare, Inc. NY$9.0M · 0.18%
Fgs, Inc. NY$9.0M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161172453 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.