Plan Ledger DOL Form 5500 · updated monthly

Carolton Chronic & Convalescent Hospital, Inc.401(k)

CAROLTON HOSPITAL EMPLOYEE PROFIT SHARING PLAN · FAIRFIELD, CT · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Carolton Chronic & Convalescent Hospital, Inc. reported $4,335 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 2 years on file its reported administrative ratio fell from 0.03% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (698th of 1,106), and the 5,117th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$12,144,580
Participants with balances173
Active participants189
Employer contributions$0
Employee contributions$538,265
Employer contribution per active participant$0
Average account balance$70,200
Benefits paid to participants$388,154
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 140 accts
2023$10.7M · 154 accts
2022$12.1M · 173 accts
Administrative expenses, itemized · 2022
Investment management$4,335
Total administrative$4,335
The Carolton Chronic & Convalescent Hospital, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$2,266

Carolton Chronic & Convalescent Hospital, Inc.'s 2022 employer contribution ran below the $2,266 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 history3
2024$2,220 · 0.02%
2023$2,130 · 0.02%
2022$4,335 · 0.03%
Similar plansHealth Care & Social Assistance · Connecticut
Marrakech, Inc. CT$12.8M · 1.09%
Wellmore, Inc. CT$10.7M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060699795 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.