Plan Ledger DOL Form 5500 · updated monthly

Zerbe Sisters Nursing Center, Inc.401(k)

ZERBE SISTERS NURSING CENTER, INC. 401(K) PLAN · NARVON, PA · plan year 2022

Reported admin expense ratio · 2022
1.39%

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

Zerbe Sisters Nursing Center, Inc. reported $15,448 in plan administrative expenses for 2022: 1.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $177 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.

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 Pennsylvania (3,519th of 3,651), and 10,949th of 11,911 in health care & social assistance. In 2022, employees put in $4.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$947,118
Participants with balances73
Active participants122
Employer contributions$21,607
Employee contributions$107,184
Employer contribution per active participant$177
Average account balance$12,974
Benefits paid to participants$231,586
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,053
Investment management$5,395
Total administrative$15,448
The Zerbe Sisters Nursing Center, Inc. 401(k) match · 2022
Employer contribution per active participant$177
Median for plans this size$1,114

Zerbe Sisters Nursing Center, 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.

Administrative cost history1
2022$15,448 · 1.39%
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Clarview Rest Home, Inc. PA$969K · 0.31%
Spectrum Family of Agenc PA$790K · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231954725 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.