Plan Ledger DOL Form 5500 · updated monthly

Wexford Health Sources, Inc.401(k)

WEXFORD HEALTH SOURCES, INC. EMPLOYEES' RETIREMENT PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Wexford Health Sources, Inc. reported $330,331 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 0.76% to 0.71%. 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 820th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,926th of 11,911 in health care & social assistance. In 2024, employees put in $46964.86 for every $1.00 the employer contributed; active participation has shrunk from 1,938 to 1,327 since 2022.

Plan summary
Net assets, end of year$48,001,113
Participants with balances3,336
Active participants1,327
Employer contributions$99
Employee contributions$4,649,521
Employer contribution per active participant$0
Average account balance$14,389
Benefits paid to participants$7,367,539
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.0M · 3,336 accts · $99 emplr
2023$45.3M · 3,240 accts · $58 emplr
2022$40.3M · 3,515 accts · $76 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$228,275
Investment management$102,056
Total administrative$330,331
The Wexford Health Sources, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2024$0 per active participant
2023$0 per active participant
2022$0 per active participant

Wexford Health Sources, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
GREAT-WEST LIFE & ANNUITY INSURANCE · Recordkeeping · Loan processing$228,275
DUNBAR BENDER & ZAPF · Recordkeeping · Consultingindirect comp
GLOBAL RETIREMENT PARTNERS · Investment advisory (participants)$102,056

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

Recordkeeper by year2
2024DUNBAR BENDER & ZAPF, GREAT-WEST LIFE & ANNUITY INSURANCE
2023DUNBAR BENDER & ZAPF, GREAT-WEST LIFE & ANNUITY INSURANCE

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Administrative cost history3
2024$330,331 · 0.71%
2023$343,188 · 0.80%
2022$338,351 · 0.76%
All plans at this employer2
WEXFORD HEALTH SOURCES, INC. EMPLOYEES' RETIREMENT PLAN401(k)
WEXFORD HEALTH SOURCES, INC. UNION EMPLOYEES RETIREMENT PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Guardian Healthcare PA$50.7M · 0.39%
Pmhcc, Inc. PA$47.6M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592363973 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.