Department of Labor filing

UNITED METHODIST MANOR OF THE PEE DEE

UNITED METHODIST MANOR OF THE PEE DEE 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

21filing 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

$217

Reported employer contributions per active participant.

Higher than about 11% of comparable plans

#People in the filing

204

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$112 / participant

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

Lower cost than about 44% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.3%, 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 · 202421out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions11th percentileTypical peer $799 · based on 430 comparable plans

Lower reported administrative expense44th percentileTypical peer $93 · based on 456 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, UNITED METHODIST MANOR OF THE PEE DEE reported $44,245 in employer contributions across the plan and 204 active participants. That works out to $217 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 proxy91%

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 35.3%

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

Expense trendDown 15.6%

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

Peer context21/100

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: $44,245
Participant contributions: $213,256
Other contributions: $0
Employer share of reported contributions: 17.2%
Beginning assets: $1,592,822
Ending assets: $1,773,149
Ending net assets: $1,773,149
Ending liabilities: $0
Total income: $415,335
Total expenses: $230,559
Administrative expenses: $22,001
Participant loans: $64,903

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

$335

2023

$229

2024

$217

Plan-paid administrative expenses per participant

2022

$132

2023

$165

2024

$112

Active participants

2022

144

2023

180

2024

204

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$217	204	1.8M	20251014165216NAL0006928978001
2023	$229	180	1.6M	20250430082047NAL0001105587001
2022	$335	144	1.1M	20231012173426NAL0020945091001

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: 3.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 570762944-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: May 1, 2001
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 codes
2E2J2K2F2G2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
JOHN HANCOCK LIFE INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251014165216NAL0006928978001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗