Plan Ledger DOL Form 5500 · updated monthly

Visiting Nurse Association of Greater Philadelphia403(b)

VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA EMPLOYEE RETIREMENT SAVINGS PLAN · PHILADELPHIA, PA · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Visiting Nurse Association of Greater Philadelphia reported $25,652 in plan administrative expenses for 2023: 0.14% of average plan assets, below the peer median. Employer contributions averaged $2,464 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 0.139%. 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 1,601st-largest of 3,651 plans among Pennsylvania employers on file, and the 3,869th of 11,911 in health care & social assistance. In 2023, employees put in $1.71 for every $1.00 the employer contributed; active participation has shrunk from 220 to 98 since 2022.

Plan summary
Net assets, end of year$18,702,299
Participants with balances345
Active participants98
Employer contributions$241,465
Employee contributions$413,852
Employer contribution per active participant$2,464
Average account balance$54,210
Benefits paid to participants$1,118,796
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 317 accts · $208K emplr
2023$18.7M · 345 accts · $241K emplr
2022$16.8M · 358 accts · $301K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$25,652
Total administrative$25,652
Employer contributions to the Visiting Nurse Association of Greater Philadelphia plan · 2023
Employer contribution per active participant$2,464
Median for plans this size$2,440
2024$2,188 per active participant
2023$2,464 per active participant
2022$1,370 per active participant

Visiting Nurse Association of Greater Philadelphia's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
VOYA RETIREMENT INSURANCE AND ANNUI · Recordkeeping · Custodial (securities)$24,367

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

Recordkeeper by year2
2024Voya
2023Voya

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$25,433 · 0.14%
2023$25,652 · 0.14%
2022$25,020 · 0.14%
Similar plansHealth Care & Social Assistance · Pennsylvania
Dunwoody Village Inc. PA$19.1M · 0.29%
Hope Enterprises, Inc. PA$19.0M · 0.48%
Pinnacle Ent Alliance, LLC PA$18.5M · 0.50%
Invision Human Services PA$18.4M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232103781 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.