Plan Ledger DOL Form 5500 · updated monthly

Dana-Farber Cancer Institute, Inc.Profit-sharing plan

DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Dana-Farber Cancer Institute, Inc. reported $332,241 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,027 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 rose from 0.03% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 63rd-largest of 2,726 plans among Massachusetts employers on file, and the 203rd of 11,911 in health care & social assistance. active participation has grown from 4,630 to 6,039 since 2022.

Plan summary
Net assets, end of year$930,238,440
Participants with balances9,898
Active participants6,039
Employer contributions$54,512,917
Employee contributions—
Employer contribution per active participant$9,027
Average account balance$93,982
Benefits paid to participants$35,978,037
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$930.2M · 9,898 accts · $54.5M emplr
2023$788.5M · 9,260 accts · $46.6M emplr
2022$635.3M · 8,240 accts · $39.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$163,357
Investment management$117,587
Audit (IQPA)$25,025
Total administrative$332,241
Employer contributions to the Dana-Farber Cancer Institute, Inc. plan · 2024
Employer contribution per active participant$9,027
Median for plans this size$4,294
2024$9,027 per active participant
2023$8,437 per active participant
2022$8,529 per active participant

Dana-Farber Cancer Institute, Inc.'s 2024 employer contribution ran above the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
TIAA · Recordkeeping · Pension consulting$22,548
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$85,087
CAPFINANCIAL PARTNERS · Investment advisory (plan) · Investment management$32,500
DANA-FARBER CANCER INSTITUTE$26,272
CARON & BLETZER, PLLC · Accounting / audit$25,025

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$332,241 · 0.04%
2023$170,483 · 0.02%
2022$208,003 · 0.03%
All plans at this employer2
DANA-FARBER CANCER INSTITUTE RETIREMENT PLANProfit-sharing plan
DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Cape Cod Healthcare MA$1.0B · 0.04%
Tufts Medicine, Inc. MA$991.9M · 0.07%
South Shore Hospital, Inc. MA$726.9M · 0.08%
Bhs Management Services Inc. MA$693.6M · 0.15%
Modernatx, Inc. MA$650.1M · 0.04%
Tufts Medical Center, Inc. MA$629.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042263040 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.