Plan Ledger DOL Form 5500 · updated monthly

Hebrew Seniorlife, Inc.403(b)

HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN · ROSLINDALE, MA · plan year 2024

Reported admin expense ratio · 2024
0.20%

Hebrew Seniorlife, Inc. reported $305,732 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. 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 fell from 0.24% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 313th-largest of 2,726 plans among Massachusetts employers on file, and the 758th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$159,729,713
Participants with balances2,708
Active participants2,331
Employer contributions—
Employee contributions$10,601,505
Employer contribution per active participant—
Average account balance$58,984
Benefits paid to participants$10,947,411
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$159.7M · 2,708 accts
2023$141.7M · 2,724 accts
2022$122.5M · 2,622 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$305,732
Total administrative$305,732
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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$305,732

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

Administrative cost history3
2024$305,732 · 0.20%
2023$264,375 · 0.20%
2022$318,126 · 0.24%
All plans at this employer2
HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN403(b)
HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN401(k)
Similar plansHealth Care & Social Assistance · Massachusetts
Joslin Diabetes Center Inc. MA$193.1M · 0.04%
Emerson Health System, Inc. MA$183.2M · 0.12%
Lawrence General Hospital MA$144.3M · 0.12%
Organogenesis Inc. MA$143.9M · 0.03%
New England Baptist Hospital MA$139.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900183119 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.