Plan Ledger DOL Form 5500 · updated monthly

Washington Health System Greene403(b)

WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN · WASHINGTON, PA · plan year 2023

Reported admin expense ratio · 2023
0.25%

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

Washington Health System Greene reported $9,219 in plan administrative expenses for 2023: 0.25% of average plan assets, below the peer median. Employer contributions averaged $909 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 rose from 0.21% to 0.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,017th of 3,651), and 8,553rd of 11,911 in health care & social assistance. In 2023, employees put in $2.39 for every $1.00 the employer contributed; active participation has grown from 142 to 170 since 2022.

Plan summary
Net assets, end of year$4,006,417
Participants with balances233
Active participants170
Employer contributions$154,556
Employee contributions$369,952
Employer contribution per active participant$909
Average account balance$17,195
Benefits paid to participants$269,209
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 185 accts · $159K emplr
2023$4.0M · 233 accts · $155K emplr
2022$3.3M · 206 accts · $165K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,219
Total administrative$9,219
Employer contributions to the Washington Health System Greene plan · 2023
Employer contribution per active participant$909
Median for plans this size$1,308
2024$1,283 per active participant
2023$909 per active participant
2022$1,163 per active participant

Washington Health System Greene's 2023 employer contribution ran below the $1,308 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 · 20232
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$7,527
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$11,715 · 0.32%
2023$9,219 · 0.25%
2022$6,259 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Adagio Health, Inc. PA$4.1M · 1.79%
Community Health Net PA$4.0M · 0.88%
Maybrook-C Opco Holdings PA$3.9M · 1.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473884840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.