Plan Ledger DOL Form 5500 · updated monthly

Valley Regional Hospital, Inc.403(b)

VALLEY REGIONAL HEALTHCARE SAVINGS AND RETIREMENT PLAN · CLAREMONT, NH · plan year 2023

Reported admin expense ratio · 2023
0.37%

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

Valley Regional Hospital, Inc. reported $64,788 in plan administrative expenses for 2023: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,261 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 1 year on file its reported administrative ratio fell from 0.49% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 177th-largest of 411 plans among New Hampshire employers on file, and the 3,740th of 11,911 in health care & social assistance. In 2023, employees put in $2.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,645,254
Participants with balances310
Active participants376
Employer contributions$473,979
Employee contributions$1,306,224
Employer contribution per active participant$1,261
Average account balance$63,372
Benefits paid to participants$1,395,611
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$19.6M · 310 accts · $474K emplr
2022$15.4M · 296 accts · $295K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$31,945
Investment management$26,111
Trustee / custodial$6,732
Total administrative$64,788
Employer contributions to the Valley Regional Hospital, Inc. plan · 2023
Employer contribution per active participant$1,261
Median for plans this size$2,440
2023$1,261 per active participant
2022$820 per active participant

Valley Regional Hospital, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$31,945
MORGAN STANLEY · Investment advisory (plan) · Investment management$26,111
NEWPORT TRUST COMPANY · Trustee$6,732

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

Administrative cost history2
2023$64,788 · 0.37%
2022$71,380 · 0.49%
Similar plansHealth Care & Social Assistance · New Hampshire
New London Hospital NH$27.7M · 0.41%
The Riverwoods Group NH$22.9M · 0.44%
Lamprey Health Care, Inc NH$17.7M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020222118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.