Plan Ledger DOL Form 5500 · updated monthly

Wellstar Health System, Inc.403(b)

WELLSTAR HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN · MARIETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Wellstar Health System, Inc. reported $2,201,234 in plan administrative expenses for 2024: 0.09% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,297 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 0.11% to 0.09%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 14th-largest of 2,160 plans among Georgia employers on file, and the 57th of 11,911 in health care & social assistance. In 2024, employees put in $1.17 for every $1.00 the employer contributed; active participation has grown from 24,565 to 34,025 since 2022.

Plan summary
Net assets, end of year$2,836,667,773
Participants with balances47,081
Active participants34,025
Employer contributions$146,209,206
Employee contributions$171,398,838
Employer contribution per active participant$4,297
Average account balance$60,251
Benefits paid to participants$216,226,330
Plan auditUnmodified (clean) audit opinion
AuditorKPMG
Plan history3
Yearassets · accounts · employer contribution
2024$2.8B · 47,081 accts · $146.2M emplr
2023$2.1B · 33,549 accts · $115.6M emplr
2022$1.7B · 32,216 accts · $110.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,123,956
Investment management$77,278
Total administrative$2,201,234
Employer contributions to the Wellstar Health System, Inc. plan · 2024
Employer contribution per active participant$4,297
Median for plans this size$5,259
2024$4,297 per active participant
2023$4,449 per active participant
2022$4,500 per active participant

Wellstar Health System, Inc.'s 2024 employer contribution ran below the $5,259 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$2,123,956
UBS INSITITUTIONAL CONSULTING GROUP · Consulting$40,000
AON HEWITT INV CONSULTING, INC · Consulting$31,209
CHARLES SCHWAB & CO, INC. · Securities brokerage$6,069
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$2,201,234 · 0.09%
2023$1,860,662 · 0.10%
2022$1,726,662 · 0.11%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Piedmont Healthcare, Inc. GA$2.9B · 0.07%
Emory Healthcare, Inc. GA$2.8B · 0.04%
Ohiohealth OH$2.7B · 0.03%
Ochsner Clinic Foundation LA$2.7B · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581649541 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.