Plan Ledger DOL Form 5500 · updated monthly

Brattleboro Mutual Aid Association, Inc.403(b)

BRATTLEBORO MUTUAL AID ASSOCIATION RETIREMENT PLAN · BRATTLEBORO, VT · plan year 2023

Employer contribution per participant · 2023
$757

Brattleboro Mutual Aid Association, Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $627,803 across 47 participant accounts, with employer contributions averaging $757 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Vermont (221st of 230), and 11,244th of 11,911 in health care & social assistance. In 2023, the employer put in $1.16 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$627,803
Participants with balances47
Active participants36
Employer contributions$27,246
Employee contributions$23,499
Employer contribution per active participant$757
Average account balance$13,358
Benefits paid to participants$196,489
Plan auditUnmodified (clean) audit opinion
AuditorKITTELL, BRANAGAN & SARGENT
The Brattleboro Mutual Aid Association, Inc. 401(k) match · 2023
Employer contribution per active participant$757
Median for plans this size$522

Brattleboro Mutual Aid Association, Inc.'s 2023 employer contribution ran above the $522 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.

Service providers · 20232
THIRD PARTY ADMINISTRATORS INC. · Contract administrator$3,764
CAPITAL GROUP RETIREMENT PLAN SVCS$1,959

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

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Source: U.S. Department of Labor, Form 5500 series, EIN 030179415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.