Ohio › Health care and social assistance › 500 to 999 participants
Form 5500 statement · plan year 1 Jan 2025 to 31 Dec 2025
Joint Township District Memorial Hospital Deferred Annuity Plan
Sponsored by Joint Township District Memorial Hospital, St. Marys, OH
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Joint Township District Memorial Hospital of St. Marys, Ohio sponsors Joint Township District Memorial Hospital Deferred Annuity Plan, a 403(b) plan. Its Form 5500 for the plan year ending 31 Dec 2025 shows 608 participants (364 active) and $36.9M in net assets.
Net assets came to $60,681 per participant, well above the $46,219 median for defined contribution plans with 500 to 999 participants and well above the $30,736 median for defined contribution plans in health care and social assistance. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 3 service provider organisations paid $5,000 or more, with reported compensation of $76K: $125 per participant, above the same-size median of $113. Administrative expenses charged to the plan were $76K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $10.3M in 2009 to $36.9M in 2025 (up 259%), and participants from 531 to 608 (up 15%).
The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $60,681 | $46,219 | $30,736 | $53,089 |
| Employer contributions per active participant | — | $1,931 | $1,535 | $2,174 |
| Schedule C compensation per participant | $125 | $113 | $93.82 | $123 |
| Schedule C compensation, share of net assets | 0.21% | 0.25% | 0.31% | 0.26% |
| Administrative expenses per participant | $125 | $109 | $86.29 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 500 to 999 participants (10,619 plans), health care and social assistance (9,421) and all US plans (63,607). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2025 | 608 | $36.9M | $60,681 | — | $1.7M | $76K |
| 2022 | 620 | $28.4M | $45,755 | — | $1.8M | $45K |
| 2021 | 634 | $34.6M | $54,502 | $0 | $1.8M | $0 |
| 2020 | 629 | $29.3M | $46,642 | $0 | $1.7M | $0 |
| 2019 | 616 | $25.0M | $40,601 | — | $1.6M | $0 |
| 2018 | 574 | $20.3M | $35,383 | $0 | $1.5M | $0 |
| 2017 | 541 | $20.3M | $37,477 | — | $1.5M | $0 |
| 2016 | 479 | $17.2M | $35,950 | — | $1.1M | $0 |
| 2015 | 489 | $16.2M | $33,143 | — | $1.1M | $0 |
| 2014 | 504 | $16.3M | $32,401 | — | $1.0M | $0 |
| 2013 | 543 | $16.4M | $30,212 | — | $1.1M | $0 |
| 2012 | 525 | $14.2M | $27,076 | $0 | $1.1M | $0 |
| 2011 | 535 | $12.5M | $23,301 | — | $1.2M | $0 |
| 2010 | 532 | $12.4M | $23,333 | $0 | $1.1M | $0 |
| 2009 | 531 | $10.3M | $19,377 | — | $1.1M | $0 |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$34,086,317
- Employer contributions—
- Participant contributions$1,731,660
- Rollovers and other contributions$56,924
- Total contributions$1,788,584
- Total income, including investment results$6,908,816
- Benefits paid$4,025,042
- Administrative expenses$76,016
- Total expenses$4,101,058
- Net income$2,807,758
- Net transfers$0
- Net assets, end of year$36,894,075
Participants
- Active participants364
- Retired or separated, receiving benefits14
- Retired or separated, entitled to future benefits224
- Participants with account balances552
- Total participants, end of year608
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $46,954 | $0 |
| USI Advisors Inc. | Investment advisory (plan) | $27,162 | $0 |
| Empower Advisory Group, LLC | Investment management | $1,900 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Recordkeeping fees$46,954
- Investment advisory and management fees$29,062
- Total administrative expenses$76,016
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Registered investment companies (mutual funds)$34.4M · 93.1%
- Insurance company general account$2.5M · 6.9%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)Yes
- Accounting firmPlante Morgan, PLLC
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $5,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2FERISA section 404(c) plan2GTotal participant-directed account plan2MCode section 403(b)(7) accounts (custodial accounts for regulated investment company stock)3DPre-approved pension plan
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 622000: Hospitals.
Other plans of Joint Township District Memorial Hospital
| Plan | Participants | Net assets |
|---|---|---|
| Joint Township District Memorial Hospital Employees' Pension Plan | 584 | $42.9M |
Similar plans in Ohio
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Champaign Residental Services Inc. 403(b) Plan | Champaign Residental Services Inc. | 615 | $421K | $684 |
| Harbor 403(b) Plan | Harbor, Inc. | 605 | $21.3M | $35,180 |
| O'Bleness Memorial Hospital Tax Sheltered Annuity Plan | Ohiohealth | 619 | $43.8M | $70,713 |
| Carestar 401(k) Retirement Plan | Carestar, Inc. | 593 | $20.5M | $34,522 |
| Willow Brook 403(b) Retirement Plan | Willow Brook Christian Services | 622 | $11.9M | $19,135 |
| Jag Healthcare, Inc. 401(k) Plan | Jag Healthcare, Inc. | 592 | $4.5M | $7,598 |
Defined contribution plans in health care and social assistance closest in size.
Questions and answers
How big is Joint Township District Memorial Hospital Deferred Annuity Plan?
608 participants at the end of the plan year ending 31 Dec 2025, of whom 364 were active employees, with net assets of $36,894,075. Among defined contribution plans that places it in the 500 to 999 participants band, which held 10,619 plans in plan year 2024.
What does Joint Township District Memorial Hospital contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $76,016 in compensation to service provider organisations, $125 per participant or 0.21% of net assets. The same-size median among plans reporting any Schedule C compensation was $113 per participant. Administrative expenses on Schedule H were $76,016. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Joint Township District Memorial Hospital. Recordkeeping or administration: Empower Annuity Insurance Company O. Investment advisory or management: USI Advisors Inc. and Empower Advisory Group, LLC. The financial statements were audited by Plante Morgan, PLLC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2025 to 31 Dec 2025, received by the Department of Labor on 17 Sep 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Sep 2026. This page shows the latest filing on record for EIN 34-1623770, plan 002, received 17 Sep 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.