Plan Ledger DOL Form 5500 · updated monthly

Wesley Family Services401(k)

WESLEY FAMILY SERVICES 401(K) RETIREMENT PLAN · WILKINSBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Wesley Family Services reported $127,261 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,396 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 0.46%. 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 1,193rd-largest of 3,651 plans among Pennsylvania employers on file, and the 2,801st of 11,911 in health care & social assistance. In 2024, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,726,080
Participants with balances562
Active participants673
Employer contributions$939,767
Employee contributions$1,668,449
Employer contribution per active participant$1,396
Average account balance$52,893
Benefits paid to participants$1,484,364
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.7M · 562 accts · $940K emplr
2023$25.5M · 596 accts · $786K emplr
2022$21.5M · 587 accts · $800K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,261
Total administrative$127,261
The Wesley Family Services 401(k) match · 2024
Employer contribution per active participant$1,396
Median for plans this size$2,416
2024$1,396 per active participant
2023$1,280 per active participant
2022$1,308 per active participant

Wesley Family Services'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 · 20243
FORT PITT CAPITAL GROUP LLC · Investment advisory (plan)$65,276
DEFINITI, LLC · Contract administrator$37,113

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$127,261 · 0.46%
2023$105,846 · 0.45%
2022$90,498 · 0.45%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Mercer Bucks Cardiology, PA PA$30.1M · 0.02%
Adelphoi USA, Inc. PA$30.0M · 0.58%
Achieva PA$30.0M · 0.09%
Jevs Human Services PA$28.8M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820653875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.