Plan Ledger DOL Form 5500 · updated monthly

Copley at Stoughton401(k)

COPLEY AT STOUGHTON 401(K) RETIREMENT PLAN · STOUGHTON, MA · plan year 2022

Reported admin expense ratio · 2022
0.67%

Copley at Stoughton reported $19,227 in plan administrative expenses for 2022: 0.67% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,515th of 2,726), and 9,459th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,734,363
Participants with balances66
Active participants155
Employer contributions—
Employee contributions$277,735
Employer contribution per active participant—
Average account balance$41,430
Benefits paid to participants$88,115
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,289
Investment management$15,693
Total administrative$19,227
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 history1
2022$19,227 · 0.67%
Similar plansHealth Care & Social Assistance · Massachusetts
Holistic Industries Inc. MA$2.8M · 1.66%
Wachusett Ventures MA$2.5M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043015167 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.