Plan Ledger DOL Form 5500 · updated monthly

Hebrew Educational Society of Brooklyn401(k)

TAX DEFERRED ANNUITY PLAN OF HEBREW EDUCATIONAL SOCIETY OF BROOKLYN · BROOKLYN, NY · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Hebrew Educational Society of Brooklyn reported $321 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 health care & social assistance employers. By assets it is among the smaller plans on file in New York (5,325th of 5,648), and 10,844th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,067,405
Participants with balances63
Active participants32
Employer contributions$0
Employee contributions$64,083
Employer contribution per active participant$0
Average account balance$16,943
Benefits paid to participants$17,910
Plan auditUnmodified (clean) audit opinion
AuditorDESANTIS,KIEFER,SHALL & SARCONE,LLP
The Hebrew Educational Society of Brooklyn 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Hebrew Educational Society of Brooklyn'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$321 · 0.03%
Similar plansHealth Care & Social Assistance · New York
Mindcolor Autism LLC NY$1.0M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 111642720 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.