Plan Ledger DOL Form 5500 · updated monthly

Uva Community Health403(b)

UVA COMMUNITY HEALTH RETIREMENT PLAN · CULPEPER, VA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Uva Community Health reported $300,414 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $3,084 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 0.12% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 148th-largest of 2,266 plans among Virginia employers on file, and the 600th of 11,911 in health care & social assistance. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 2,362 to 2,961 since 2022.

Plan summary
Net assets, end of year$218,666,686
Participants with balances3,732
Active participants2,961
Employer contributions$9,130,932
Employee contributions$17,321,804
Employer contribution per active participant$3,084
Average account balance$58,592
Benefits paid to participants$23,169,993
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$218.7M · 3,732 accts · $9.1M emplr
2023$191.5M · 3,551 accts · $8.0M emplr
2022$155.1M · 3,450 accts · $7.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$300,054
Investment management$360
Total administrative$300,414
Employer contributions to the Uva Community Health plan · 2024
Employer contribution per active participant$3,084
Median for plans this size$3,635
2024$3,084 per active participant
2023$2,700 per active participant
2022$3,059 per active participant

Uva Community Health's 2024 employer contribution ran below the $3,635 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
FID INV INST OPS CO · Loan processing$300,414

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$300,414 · 0.15%
2023$250,206 · 0.14%
2022$192,105 · 0.12%
All plans at this employer2
UVA COMMUNITY HEALTH RETIREMENT PLAN403(b)
UVA COMMUNITY HEALTH RETIREMENT 401(A) PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Patient First Corporation VA$286.3M · 0.13%
Orthovirginia, Inc. VA$273.9M · 0.07%
Loudon Medical Group, P.C. VA$199.6M · 0.17%
Capital Vision Services, LLC VA$194.2M · 0.24%
Mhm Services, Inc. VA$188.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810868533 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.