Plan Ledger DOL Form 5500 · updated monthly

Keswick Pines, Inc.401(k)

KESWICK PINES RETIREMENT PLAN · WHITING, NJ · plan year 2022

Reported admin expense ratio · 2022
0.59%

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

Keswick Pines, Inc. reported $29,280 in plan administrative expenses for 2022: 0.59% of average plan assets, above the peer median. Employer contributions averaged $936 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 rose from 0.59% to 0.77%. 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 Jersey (1,957th of 2,419), and 8,487th of 11,911 in health care & social assistance. In 2022, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,097,179
Participants with balances161
Active participants179
Employer contributions$167,614
Employee contributions$436,992
Employer contribution per active participant$936
Average account balance$25,448
Benefits paid to participants$1,371,092
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$3.3M · 161 accts · $90K emplr
2022$4.1M · 161 accts · $168K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,135
Investment management$20,145
Total administrative$29,280
The Keswick Pines, Inc. 401(k) match · 2022
Employer contribution per active participant$936
Median for plans this size$1,114
2023$22,586 per active participant
2022$936 per active participant

Keswick Pines, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$28,630 · 0.77%
2022$29,280 · 0.59%
Similar plansHealth Care & Social Assistance · New Jersey
Senior Care of Hamilton NJ$4.3M · 1.12%
Continuum Healthcare, LLC NJ$4.2M · 1.27%
Vantage Health System NJ$3.9M · 0.60%
New Jersey Urology, LLC NJ$3.8M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521761391 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.