Plan Ledger DOL Form 5500 · updated monthly

Yuma Regional Medical Center401(k)

YUMA REGIONAL MEDICAL CENTER 401(K) PLAN · YUMA, AZ · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Yuma Regional Medical Center reported $200,403 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,561 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 0.13% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 79th-largest of 1,285 plans among Arizona employers on file, and the 688th of 11,911 in health care & social assistance. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has grown from 2,722 to 3,237 since 2022.

Plan summary
Net assets, end of year$180,512,477
Participants with balances0
Active participants3,237
Employer contributions$8,288,794
Employee contributions$15,070,752
Employer contribution per active participant$2,561
Average account balance—
Benefits paid to participants$20,004,590
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$180.5M · $8.3M emplr
2023$154.2M · 3,920 accts · $7.3M emplr
2022$121.9M · 3,688 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$200,403
Total administrative$200,403
The Yuma Regional Medical Center 401(k) match · 2024
Employer contribution per active participant$2,561
Median for plans this size$3,635
2024$2,561 per active participant
2023$2,461 per active participant
2022$2,378 per active participant

Yuma Regional Medical Center's 2024 employer contribution ran below the $3,635 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$225,303

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$200,403 · 0.12%
2023$186,309 · 0.13%
2022$173,826 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Tmc Healthcare AZ$379.4M · 0.15%
District Medical Group, Inc. AZ$300.3M · 0.08%
Usn Opco, LLC AZ$260.9M · 0.03%
Hospice of the Valley AZ$130.0M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 866007596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.