Plan Ledger DOL Form 5500 · updated monthly

Easter Seals Rehabilitation Center of Greater Waterbury, Inc.401(k)

EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN · WATERBURY, CT · plan year 2025

Reported admin expense ratio · 2025
0.28%

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

Easter Seals Rehabilitation Center of Greater Waterbury, Inc. reported $26,966 in plan administrative expenses for 2025: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,601 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 3 years on file its reported administrative ratio rose from 0.02% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (761st of 1,106), and the 5,775th of 11,911 in health care & social assistance. In 2025, employees put in $1.20 for every $1.00 the employer contributed; active participation has grown from 125 to 188 since 2022.

Plan summary
Net assets, end of year$9,781,933
Participants with balances232
Active participants188
Employer contributions$300,900
Employee contributions$360,869
Employer contribution per active participant$1,601
Average account balance$42,164
Benefits paid to participants$1,628,111
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$9.8M · 232 accts · $301K emplr
2024$9.4M · 409 accts · $296K emplr
2023$8.8M · 430 accts · $285K emplr
2022$7.8M · 411 accts · $278K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$26,966
Total administrative$26,966
The Easter Seals Rehabilitation Center of Greater Waterbury, Inc. 401(k) match · 2025
Employer contribution per active participant$1,601
Median for plans this size$1,464
2025$1,601 per active participant
2024$1,599 per active participant
2023$2,023 per active participant
2022$2,227 per active participant

Easter Seals Rehabilitation Center of Greater Waterbury, Inc.'s 2025 employer contribution ran above the $1,464 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$26,966 · 0.28%
2024$12,284 · 0.13%
2023$2,900 · 0.03%
2022$2,200 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Community Residences, Inc. CT$10.2M · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060737391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.