Plan Ledger DOL Form 5500 · updated monthly

Beth Israel Deaconess Hospital - Plymouth, Inc.403(b)

BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH 403(B) RETIREMENT PLAN · PLYMOUTH, MA · plan year 2023

Reported admin expense ratio · 2023
0.09%

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

Beth Israel Deaconess Hospital - Plymouth, Inc. reported $173,981 in plan administrative expenses for 2023: 0.09% of average plan assets, below the peer median. Employer contributions averaged $1,989 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 1 year on file its reported administrative ratio rose from 0.086% to 0.094%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 260th-largest of 2,726 plans among Massachusetts employers on file, and the 647th of 11,911 in health care & social assistance. In 2023, employees put in $2.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$198,294,609
Participants with balances2,319
Active participants1,912
Employer contributions$3,803,480
Employee contributions$9,439,473
Employer contribution per active participant$1,989
Average account balance$85,509
Benefits paid to participants$17,501,937
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $3.1M emplr
2023$198.3M · 2,319 accts · $3.8M emplr
2022$173.4M · 2,269 accts · $3.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$19,514
Investment management$58,641
Audit (IQPA)$24,705
Total administrative$173,981
Employer contributions to the Beth Israel Deaconess Hospital - Plymouth, Inc. plan · 2023
Employer contribution per active participant$1,989
Median for plans this size$3,659
2023$1,989 per active participant
2022$1,931 per active participant

Beth Israel Deaconess Hospital - Plymouth, Inc.'s 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
WILLIS TOWERS WATSON · Consulting$67,737
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$50,566
BDO · Accounting / audit$24,705
NEPC · Investment advisory (plan)$8,075
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024Not separately reported
2023$173,981 · 0.09%
2022$165,252 · 0.09%
Similar plansHealth Care & Social Assistance · Massachusetts
Winchester Hospital MA$236.6M · 0.06%
Lowell General Hospital MA$206.6M · 0.10%
Joslin Diabetes Center Inc. MA$193.1M · 0.04%
Emerson Health System, Inc. MA$183.2M · 0.12%
Hebrew Seniorlife, Inc. MA$159.7M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222667354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.