Plan Ledger DOL Form 5500 · updated monthly

Judge Rotenberg Educational Center, Inc.Profit-sharing plan

JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN · CANTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Judge Rotenberg Educational Center, Inc. reported $23,898 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,364 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 2 years on file its reported administrative ratio fell from 0.053% to 0.047%. 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 663rd-largest of 2,726 plans among Massachusetts employers on file, and the 1,732nd of 11,911 in health care & social assistance. active participation has grown from 1,020 to 1,313 since 2022.

Plan summary
Net assets, end of year$54,717,748
Participants with balances680
Active participants1,313
Employer contributions$5,729,852
Employee contributions—
Employer contribution per active participant$4,364
Average account balance$80,467
Benefits paid to participants$4,524,245
Plan auditUnmodified (clean) audit opinion
AuditorMULLEN SCORPIO CERILLI
Plan history3
Yearassets · accounts · employer contribution
2024$54.7M · 680 accts · $5.7M emplr
2023$48.0M · 678 accts · $5.3M emplr
2022$44.0M · 705 accts · $4.9M emplr
Employer contributions to the Judge Rotenberg Educational Center, Inc. plan · 2024
Employer contribution per active participant$4,364
Median for plans this size$3,635
2024$4,364 per active participant
2023$4,278 per active participant
2022$4,760 per active participant

Judge Rotenberg Educational Center, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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
OSAIC WEALTH INCindirect comp
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$23,898 · 0.05%
2023$27,781 · 0.06%
2022$21,671 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Akebia Therapeutics, Inc. MA$52.5M · 0.48%
Winchester Hospital MA$52.1M · 0.10%
Marlborough Hospital MA$51.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042489805 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.