Plan Ledger DOL Form 5500 · updated monthly

Virginia United Methodist Homes, Inc. dba Pinnacle Living403(b)

PINNACLE LIVING TSA RETIREMENT PLAN · GLEN ALLEN, VA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Virginia United Methodist Homes, Inc. dba Pinnacle Living reported $118,158 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,323 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 3 years on file its reported administrative ratio has held roughly steady near 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 526th-largest of 2,266 plans among Virginia employers on file, and the 2,004th of 11,911 in health care & social assistance. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 765 to 939 since 2022.

Plan summary
Net assets, end of year$46,121,684
Participants with balances894
Active participants939
Employer contributions$1,242,547
Employee contributions$1,977,726
Employer contribution per active participant$1,323
Average account balance$51,590
Benefits paid to participants$3,582,065
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.1M · 894 accts · $1.2M emplr
2023$40.9M · 942 accts · $1.2M emplr
2022$37.4M · 1,020 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$118,158
Total administrative$118,158
Employer contributions to the Virginia United Methodist Homes, Inc. dba Pinnacle Living plan · 2024
Employer contribution per active participant$1,323
Median for plans this size$2,416
2024$1,323 per active participant
2023$1,535 per active participant
2022$2,474 per active participant

Virginia United Methodist Homes, Inc. dba Pinnacle Living's 2024 employer contribution ran below the $2,416 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
LINCOLN NATIONAL CORPORATION · Contract administrator$118,158

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$118,158 · 0.27%
2023$106,794 · 0.27%
2022$114,093 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Advantia Health LLC VA$48.1M · 0.24%
Vistar Eye Center, Inc. VA$46.7M · 0.12%
Thrive Counseling LLC VA$41.1M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540720603 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.