Plan Ledger DOL Form 5500 · updated monthly

Codman Square Health Center, Inc.403(b)

CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN · DORCHESTER, MA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Codman Square Health Center, Inc. reported $53,787 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $400 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 5 years on file its reported administrative ratio rose from 0.17% to 0.28%. 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 1,338th-largest of 2,726 plans among Massachusetts employers on file, and the 3,781st of 11,911 in health care & social assistance. In 2024, employees put in $13.15 for every $1.00 the employer contributed; active participation has grown from 303 to 344 since 2019.

Plan summary
Net assets, end of year$19,371,455
Participants with balances446
Active participants344
Employer contributions$137,454
Employee contributions$1,807,713
Employer contribution per active participant$400
Average account balance$43,434
Benefits paid to participants$2,769,577
Plan auditDisclaimer of opinion
Plan history5
Yearassets · accounts · employer contribution
2024$19.4M · 446 accts · $137K emplr
2023$18.4M · 400 accts · $344K emplr
2022$13.9M · 403 accts · $326K emplr
2020$14.3M · 207 accts · $397K emplr
2019$11.8M · 260 accts · $197K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,787
Total administrative$53,787
Employer contributions to the Codman Square Health Center, Inc. plan · 2024
Employer contribution per active participant$400
Median for plans this size$2,416
2024$400 per active participant
2023$1,083 per active participant
2022$1,105 per active participant
2020$1,151 per active participant
2019$650 per active participant

Codman Square Health Center, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$53,787

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history5
2024$53,787 · 0.28%
2023$48,693 · 0.30%
2022$38,839 · 0.30%
2020$42,482 · 0.33%
2019$20,062 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Epoch Senior Living, LLC MA$19.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042678774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.