Plan Ledger DOL Form 5500 · updated monthly

Hannah Bg Shaw Home, Inc403(b)

HANNAH B.G. SHAW HOME 403(B) PLAN · MIDDLEBORO, MA · plan year 2022

Reported admin expense ratio · 2022
0.70%

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

Hannah Bg Shaw Home, Inc reported $11,374 in plan administrative expenses for 2022: 0.70% of average plan assets, above the peer median. Employer contributions averaged $89 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Massachusetts (2,611th of 2,726), and 2,962nd of 3,341 in other services. In 2022, employees put in $7.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,506,601
Participants with balances78
Active participants179
Employer contributions$15,871
Employee contributions$113,832
Employer contribution per active participant$89
Average account balance$19,315
Benefits paid to participants$31,773
Plan auditDisclaimer of opinion
Administrative expenses, itemized · 2022
Professional / advisory$11,374
Total administrative$11,374
Employer contributions to the Hannah Bg Shaw Home, Inc plan · 2022
Employer contribution per active participant$89
Median for plans this size$1,114

Hannah Bg Shaw Home, Inc's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 history1
2022$11,374 · 0.70%
Similar plansOther Services · Massachusetts
Mass Park, Inc. MA$2.3M · 0.67%
The United Arc, Inc. MA$806K · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042135768 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.