Plan Ledger DOL Form 5500 · updated monthly

Connecticut Gi, P.C.401(k)

CONNECTICUT GI 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT · ENFIELD, CT · plan year 2022

Reported admin expense ratio · 2022
0.17%

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

Connecticut Gi, P.C. reported $132,345 in plan administrative expenses for 2022: 0.17% of average plan assets, above the peer median. Employer contributions averaged $9,133 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 0.17% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 245th-largest of 1,106 plans among Connecticut employers on file, and the 1,400th of 11,911 in health care & social assistance. In 2022, the employer put in $1.40 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$72,812,555
Participants with balances497
Active participants430
Employer contributions$3,927,364
Employee contributions$2,808,993
Employer contribution per active participant$9,133
Average account balance$146,504
Benefits paid to participants$6,115,039
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$62.8M · 534 accts · $870K emplr
2022$72.8M · 497 accts · $3.9M emplr
The Connecticut Gi, P.C. 401(k) match · 2022
Employer contribution per active participant$9,133
Median for plans this size$3,449
2023$1,896 per active participant
2022$9,133 per active participant

Connecticut Gi, P.C.'s 2022 employer contribution ran above the $3,449 median for plans its size, placing it in the top 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
2024Not separately reported
2023$153,376 · 0.23%
2022$132,345 · 0.17%
Similar plansHealth Care & Social Assistance · Connecticut
Griffin Hospital CT$85.5M · 0.09%
Orthoconnecticut, PLLC CT$63.1M · 0.05%
Day Kimball Hospital CT$61.7M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061411029 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.