Plan Ledger DOL Form 5500 · updated monthly

Associates for Human Services,401(k)

403(B) THRIFT PLAN OF ASSOCIATES FOR HUMAN SERVICES, INC. · TAUNTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.03%

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

Associates for Human Services, reported $2,124 in plan administrative expenses for 2025: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,298 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 3 years on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,030th of 2,726), and 6,344th of 11,911 in health care & social assistance. In 2025, employees put in $1.60 for every $1.00 the employer contributed; active participation has grown from 123 to 163 since 2022.

Plan summary
Net assets, end of year$8,250,415
Participants with balances171
Active participants163
Employer contributions$211,604
Employee contributions$339,508
Employer contribution per active participant$1,298
Average account balance$48,248
Benefits paid to participants$369,974
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$8.3M · 171 accts · $212K emplr
2024$7.0M · 159 accts · $175K emplr
2023$6.0M · 161 accts · $158K emplr
2022$4.9M · 138 accts · $191K emplr
The Associates for Human Services, 401(k) match · 2025
Employer contribution per active participant$1,298
Median for plans this size$1,464
2025$1,298 per active participant
2024$1,107 per active participant
2023$1,128 per active participant
2022$1,557 per active participant

Associates for Human Services,'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,043

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Mutual of America
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$2,124 · 0.03%
2024$1,817 · 0.03%
2023$930 · 0.02%
2022$897 · 0.02%
Similar plansHealth Care & Social Assistance · Massachusetts
Lifeworks, Inc. MA$8.3M · 0.02%
Gosnold, Inc. MA$8.3M · 0.88%
The Edinburg Center, Inc. MA$8.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042556164 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.