Plan Ledger DOL Form 5500 · updated monthly

Incompass Human Services, Inc.DC plan

403(B) THRIFT PLAN FOR EMPLOYEES OF INCOMPASS HUMAN SERVICES, INC. · CHELMSFORD, MA · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Incompass Human Services, Inc. reported $486 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $131 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 0.07% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Massachusetts (2,616th of 2,726), and 2,968th of 3,341 in other services. In 2023, employees put in $10.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,481,031
Participants with balances96
Active participants209
Employer contributions$27,411
Employee contributions$294,503
Employer contribution per active participant$131
Average account balance$15,427
Benefits paid to participants$56,030
Plan auditDisclaimer of opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.5M · 96 accts · $27K emplr
2022$899K · 103 accts · $24K emplr
Employer contributions to the Incompass Human Services, Inc. plan · 2023
Employer contribution per active participant$131
Median for plans this size$1,308
2023$131 per active participant
2022$142 per active participant

Incompass Human Services, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$486

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

Administrative cost history2
2023$486 · 0.04%
2022$552 · 0.07%
All plans at this employer2
403(B) THRIFT PLAN FOR EMPLOYEES OF INCOMPASS HUMAN SERVICES, INC.Defined-contribution plan
403(B) THRIFT PLAN FOR EMPLOYEES OF INCOMPASS HUMAN SERVICES, INC.Defined-contribution plan
Same employer
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Hannah Bg Shaw Home, Inc MA$1.5M · 0.70%
The United Arc, Inc. MA$806K · 0.02%
Chd Ventures LLC MA$156K · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 046111877 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.