Plan Ledger DOL Form 5500 · updated monthly

Valley Special Needs dba Valley Community Services403(b)

VALLEY SPECIAL NEEDS DBA VALLEY COMMUNITY SERVICES 403(B) PLAN · MT. PLEASANT, PA · plan year 2022

Reported admin expense ratio · 2022
1.19%

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

Valley Special Needs dba Valley Community Services reported $10,341 in plan administrative expenses for 2022: 1.19% of average plan assets, above the peer median. Employer contributions averaged $177 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,509th of 3,651), and 10,871st of 11,911 in health care & social assistance. In 2022, employees put in $3.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,044,289
Participants with balances97
Active participants435
Employer contributions$76,804
Employee contributions$233,908
Employer contribution per active participant$177
Average account balance$10,766
Benefits paid to participants$44,839
Plan auditUnmodified (clean) audit opinion
AuditorLALLY & CO., LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,341
Total administrative$10,341
The Valley Special Needs dba Valley Community Services 401(k) match · 2022
Employer contribution per active participant$177
Median for plans this size$331

Valley Special Needs dba Valley Community Services's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$10,341 · 1.19%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 251292796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.