Plan Ledger DOL Form 5500 · updated monthly

Integritus Healthcare403(b)

INTEGRITUS HEALTHCARE RETIREMENT SAVINGS PLAN · PITTSFIELD, MA · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Integritus Healthcare reported $170,425 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $146 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 3 years on file its reported administrative ratio has held roughly steady near 0.60%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 980th-largest of 2,726 plans among Massachusetts employers on file, and the 2,696th of 11,911 in health care & social assistance. In 2024, employees put in $9.99 for every $1.00 the employer contributed; active participation has grown from 2,163 to 2,588 since 2022.

Plan summary
Net assets, end of year$31,070,077
Participants with balances982
Active participants2,588
Employer contributions$378,447
Employee contributions$3,780,216
Employer contribution per active participant$146
Average account balance$31,640
Benefits paid to participants$2,961,948
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.1M · 982 accts · $378K emplr
2023$25.9M · 998 accts · $345K emplr
2022$21.6M · 1,006 accts · $309K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,425
Investment management$65,000
Total administrative$170,425
Employer contributions to the Integritus Healthcare plan · 2024
Employer contribution per active participant$146
Median for plans this size$2,416
2024$146 per active participant
2023$139 per active participant
2022$143 per active participant

Integritus Healthcare's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$105,425
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$65,000

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$170,425 · 0.60%
2023$160,519 · 0.68%
2022$136,596 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
St. Ann's Home, Inc. MA$31.6M · 0.31%
Valley Medical Group, P.C. MA$31.4M · 0.20%
Servicenet, Inc. MA$30.7M · 0.73%
Skincare Physicians, Inc. MA$30.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043030633 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.