Plan Ledger DOL Form 5500 · updated monthly

Urban Health Plan, Inc.401(k)

URBAN HEALTH PLAN, INC. 401(K) PLAN · BRONX, NY · plan year 2025

Reported admin expense ratio · 2025
0.41%

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

Urban Health Plan, Inc. reported $288,766 in plan administrative expenses for 2025: 0.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,166 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 4 years on file its reported administrative ratio has held roughly steady near 0.41%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 977th-largest of 5,648 plans among New York employers on file, and the 1,325th of 11,911 in health care & social assistance. In 2025, employees put in $2.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$77,142,231
Participants with balances1,347
Active participants919
Employer contributions$1,990,417
Employee contributions$4,495,225
Employer contribution per active participant$2,166
Average account balance$57,270
Benefits paid to participants$4,501,508
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$77.1M · 1,347 accts · $2.0M emplr
2024$64.9M · 1,308 accts · $1.8M emplr
2023$55.3M · 1,238 accts · $1.7M emplr
2022$45.5M · 1,205 accts · $1.6M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$288,766
Total administrative$288,766
The Urban Health Plan, Inc. 401(k) match · 2025
Employer contribution per active participant$2,166
Median for plans this size$4,093
2025$2,166 per active participant
2024$1,884 per active participant
2023$2,000 per active participant
2022$1,893 per active participant

Urban Health Plan, Inc.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
LINCOLN NATIONAL CORPORATION · Contract administrator$288,766

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

Administrative cost history4
2025$288,766 · 0.41%
2024$281,606 · 0.47%
2023$230,967 · 0.46%
2022$188,587 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · New York
Auburn Community Hospital NY$77.2M · 0.39%
Sdg Mgmt Company, LLC NY$76.6M · 0.24%
Oneida Healthcare Center NY$75.8M · 0.30%
Oswego Health NY$75.2M · 0.39%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 237360305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.