Plan Ledger DOL Form 5500 · updated monthly

Boston Healthcare for Homeless403(b)

BOSTON HEALTHCARE FOR THE HOMELESS 403(B) RETIREMENT PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.29%

Boston Healthcare for Homeless reported $94,467 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. 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 2 years on file its reported administrative ratio rose from 0.27% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 911th-largest of 2,726 plans among Massachusetts employers on file, and the 2,490th of 11,911 in health care & social assistance. active participation has grown from 636 to 718 since 2022.

Plan summary
Net assets, end of year$34,549,861
Participants with balances652
Active participants718
Employer contributions—
Employee contributions$3,083,425
Employer contribution per active participant—
Average account balance$52,991
Benefits paid to participants$2,281,252
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.5M · 652 accts
2023$29.9M · 678 accts
2022$27.2M · 622 accts · $453 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,017
Investment management$20,450
Total administrative$94,467
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MMA SECURITIES LLC · Investment advisory (plan)$20,450

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

Administrative cost history3
2024$94,467 · 0.29%
2023$71,385 · 0.25%
2022$78,677 · 0.27%
All plans at this employer2
BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLANDefined-contribution plan
BOSTON HEALTHCARE FOR THE HOMELESS 403(B) RETIREMENT PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Apderm Management LLC MA$39.3M · 0.34%
Community Teamwork Inc. MA$37.2M · 0.10%
Austen Riggs Center, Inc. MA$33.9M · 0.02%
Agespan, Inc. MA$33.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043160480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.