Plan Ledger DOL Form 5500 · updated monthly

Your Own Home Inc401(k)

YOUR OWN HOME INC 401(K) PROFIT SHARING PLAN & TRUST · PITTSBURGH, PA · plan year 2023

Reported admin expense ratio · 2023
0.84%

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

Your Own Home Inc reported $3,317 in plan administrative expenses for 2023: 0.84% of average plan assets, below the peer median. Employer contributions averaged $342 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 1 year on file its reported administrative ratio fell from 0.96% to 0.84%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,583rd of 3,651), and 11,441st of 11,911 in health care & social assistance. In 2023, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$418,754
Participants with balances97
Active participants107
Employer contributions$36,588
Employee contributions$62,671
Employer contribution per active participant$342
Average account balance$4,317
Benefits paid to participants$92,847
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$419K · 97 accts · $37K emplr
2022$369K · 141 accts · $28K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$763
Investment management$1,694
Trustee / custodial$860
Total administrative$3,317
The Your Own Home Inc 401(k) match · 2023
Employer contribution per active participant$342
Median for plans this size$522
2023$342 per active participant
2022$242 per active participant

Your Own Home Inc's 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$3,317 · 0.84%
2022$3,833 · 0.96%
Similar plansHealth Care & Social Assistance · Pennsylvania
Ezekiel Management PA$546K · 0.56%
Valley Advantages, LLC PA$522K · 2.51%
Helpmates, Inc. PA$424K · 1.46%
Epeople Health Care Inc PA$393K · 3.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251871065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.