Plan Ledger DOL Form 5500 · updated monthly

Westchester Visiting Nurse Services Group, Inc.Profit-sharing plan

DEFINED CONTRIBUTION PLAN FOR EMPLOYEES OF THE VISITING NURSE SERVICES IN WESTCHESTER, INC. · WHITE PLAINS, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Westchester Visiting Nurse Services Group, Inc. reported $2,859 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,258 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 0.018% to 0.022%. 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 among the smaller plans on file in New York (3,112th of 5,648), and the 4,739th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$13,766,024
Participants with balances215
Active participants93
Employer contributions$396,002
Employee contributions$0
Employer contribution per active participant$4,258
Average account balance$64,028
Benefits paid to participants$818,348
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 215 accts · $396K emplr
2023$12.7M · 250 accts · $449K emplr
2022$12.0M · 252 accts · $550K emplr
Employer contributions to the Westchester Visiting Nurse Services Group, Inc. plan · 2024
Employer contribution per active participant$4,258
Median for plans this size$2,416
2024$4,258 per active participant
2023$4,582 per active participant
2022$5,847 per active participant

Westchester Visiting Nurse Services Group, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,860

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$2,859 · 0.02%
2023$1,096 · 0.01%
2022$2,368 · 0.02%
Same employer
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Transitional Services, Inc. NY$13.8M · 0.03%
Understood for All, Inc. NY$13.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133323176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.