Plan Ledger DOL Form 5500 · updated monthly

Willow Health Care, Inc.401(k)

WILLOW HEALTH CARE, INC 401(K) PLAN · WILLOW SPRINGS, MO · plan year 2022

Reported admin expense ratio · 2022
1.28%

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

Willow Health Care, Inc. reported $54,184 in plan administrative expenses for 2022: 1.28% 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 3 years on file its reported administrative ratio has held roughly steady near 1.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,147th of 1,393), and 8,670th of 11,911 in health care & social assistance. In 2022, employees put in $15326.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,826,654
Participants with balances269
Active participants452
Employer contributions$22
Employee contributions$337,190
Employer contribution per active participant$0
Average account balance$14,225
Benefits paid to participants$340,977
Plan auditUnmodified (clean) audit opinion
AuditorKINNER & COMPANY LTD
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 262 accts
2023$3.4M · 252 accts
2022$3.8M · 269 accts · $22 emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$54,184
Total administrative$54,184
The Willow Health Care, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Willow Health Care, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$44,958 · 1.29%
2023$47,809 · 1.32%
2022$54,184 · 1.28%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Semo Health Network, Inc. MO$4.0M · 0.30%
Boone Center, Inc. MO$3.9M · 0.15%
Creative World School Inc MO$3.9M · 0.72%
Foster Development, Inc MO$3.7M · 1.69%
Carelinc Options LLC MO$3.4M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 431124995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.