Plan Ledger DOL Form 5500 · updated monthly

Vna Health System403(b)

VNA HEALTH SYSTEM 403(B) PLAN · SHAMOKIN, PA · plan year 2024

Reported admin expense ratio · 2024
0.95%

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

Vna Health System reported $77,475 in plan administrative expenses for 2024: 0.95% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,536 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 fell from 1.45% to 0.95%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,446th of 3,651), and 6,197th of 11,911 in health care & social assistance. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,633,963
Participants with balances326
Active participants96
Employer contributions$147,433
Employee contributions$284,835
Employer contribution per active participant$1,536
Average account balance$26,485
Benefits paid to participants$134,052
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 326 accts · $147K emplr
2023$7.7M · 120 accts · $156K emplr
2022$7.1M · 337 accts · $180K emplr
Employer contributions to the Vna Health System plan · 2024
Employer contribution per active participant$1,536
Median for plans this size$1,313
2024$1,536 per active participant
2023$1,899 per active participant
2022$1,918 per active participant

Vna Health System's 2024 employer contribution ran above the $1,313 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 · 202411
PROACCOUNT · Recordkeeping · Pension consulting$24,437
NATIONWIDE · Investment management$41,202
IRON FIDUCIARY · Investment management$6,680
NATIONWIDE · Investment management$3,486
NATIONWIDE LIFE INSURANCE COMPANY · Investment management$1,670
OSAIC FA INC · Investment managementindirect comp
LINCOLN FINANCIAL ADVISORS CORP · Investment managementindirect comp
LINCOLN FINANCIAL ADVISORS COR · Investment managementindirect comp
OSAIC FA INC · Investment managementindirect comp
LINCOLN FINANCIAL ADVISORS CORP · Investment managementindirect comp
LINCOLN FINANCIAL ADVISORS COR · Investment managementindirect comp

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

Recordkeeper by year2
2024PROACCOUNT
2023IRON-CO-FID--COMPREHENSIVE, Lincoln Financial, Nationwide

This plan has changed recordkeepers within these filings. If you left Vna Health System before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$77,475 · 0.95%
2023$111,814 · 1.52%
2022$113,520 · 1.45%
Similar plansHealth Care & Social Assistance · Pennsylvania
Empower Workplace Corp. PA$8.7M · 0.34%
Catch, Inc. PA$8.7M · 0.81%
Integracare PA$8.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 240833353 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.