Department of Labor filing

HARBOR BEACH COMMUNITY HOSPITAL

HARBOR BEACH COMMUNITY HOSPITAL PENSION & TAX DEF SAVINGS PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

27filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$994

Reported employer contributions per active participant.

Higher than about 26% of comparable plans
#People in the filing
196

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$199 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 27% of comparable plans
Investment performance
Not available

Plan assets changed 12.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202427out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions26th percentileTypical peer $1,674 · based on 190 comparable plans
Lower reported administrative expense27th percentileTypical peer $140 · based on 202 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HARBOR BEACH COMMUNITY HOSPITAL reported $194,826 in employer contributions across the plan and 196 active participants. That works out to $994 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 0.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 7.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context27/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$194,826
Participant contributions
$382,299
Other contributions
$258,690
Employer share of reported contributions
33.8%
Beginning assets
$7,062,378
Ending assets
$7,936,409
Ending net assets
$7,872,703
Ending liabilities
$63,706
Total income
$1,669,201
Total expenses
$853,828
Administrative expenses
$42,836
Participant loans
$104,037

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,001
2023
$903
2024
$994
Plan-paid administrative expenses per participant
2022
$216
2023
$187
2024
$199
Active participants
2022
179
2023
186
2024
196
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$9941967.9M20251015121329NAL0002386195001
2023$9031867.1M20240917115659NAL0003951024001
2022$1,0011796M20231010145239NAL0019066995001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
381565380-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1988
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2L2T3D

Current plan terms

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Filing ACK_ID20251015121329NAL0002386195001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗