Plan Ledger DOL Form 5500 · updated monthly

Evelo Biosciences, Inc.401(k)

EVELO BIOSCIENCES, INC. 401(K) PLAN · FOXBOROUGH, MA · plan year 2022

Reported admin expense ratio · 2022
0.47%

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

Evelo Biosciences, Inc. reported $30,781 in plan administrative expenses for 2022: 0.47% of average plan assets, below the peer median. Employer contributions averaged $4,321 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 fell from 0.47% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,208th of 2,726), and 9,255th of 11,654 in professional & technical services. In 2022, employees put in $4.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,384,430
Participants with balances140
Active participants94
Employer contributions$406,151
Employee contributions$1,704,589
Employer contribution per active participant$4,321
Average account balance$45,603
Benefits paid to participants$990,395
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history2
Yearassets · accounts · employer contribution
2023$4.8M · 74 accts · $152K emplr
2022$6.4M · 140 accts · $406K emplr
The Evelo Biosciences, Inc. 401(k) match · 2022
Employer contribution per active participant$4,321
Median for plans this size$1,114

Evelo Biosciences, Inc.'s 2022 employer contribution ran above the $1,114 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 history2
2023$23,202 · 0.41%
2022$30,781 · 0.47%
Similar plansProfessional & Technical Services · Massachusetts
Proletariat, Inc. MA$6.4M · 0.10%
Family Orthodontics Inc MA$6.4M · 0.60%
S4, Inc. MA$6.4M · 0.04%
Fireblocks Inc MA$6.2M · 0.01%
Timetrade Systems, Inc MA$6.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465594527 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.