Plan Ledger DOL Form 5500 · updated monthly

Beth Israel Deaconess Hospital-Milton403(b)

MILTON HOSPITAL RETIREMENT SAVINGS PLAN · MILTON, MA · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Beth Israel Deaconess Hospital-Milton reported $3,428 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $656 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 $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 651st-largest of 2,726 plans among Massachusetts employers on file, and the 1,713th of 11,911 in health care & social assistance. In 2022, employees put in $4.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,695,867
Participants with balances1,218
Active participants1,206
Employer contributions$791,690
Employee contributions$3,315,655
Employer contribution per active participant$656
Average account balance$45,727
Benefits paid to participants$2,736,568
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $1.3M emplr
2022$55.7M · 1,218 accts · $792K emplr
Administrative expenses, itemized · 2022
Investment management$295
Total administrative$3,428
Employer contributions to the Beth Israel Deaconess Hospital-Milton plan · 2022
Employer contribution per active participant$656
Median for plans this size$3,449

Beth Israel Deaconess Hospital-Milton's 2022 employer contribution ran below the $3,449 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 history2
2023Not separately reported
2022$3,428 · 0.01%
Similar plansHealth Care & Social Assistance · Massachusetts
42 North Dental, LLC MA$60.4M · 0.23%
Vna Care Network, Inc. MA$59.0M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 042103604 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.