Plan Ledger DOL Form 5500 · updated monthly

Lisata Therapeutics, Inc.401(k)

LISATA THERAPEUTICS, INC. 401(K) PROFIT SHARING PLAN & TRUST · BASKING RIDGE, NJ · plan year 2023

Reported admin expense ratio · 2023
0.50%

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

Lisata Therapeutics, Inc. reported $36,739 in plan administrative expenses for 2023: 0.50% of average plan assets, above the peer median. Employer contributions averaged $5,358 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 0.47% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Jersey (1,661st of 2,419), and 6,493rd of 11,911 in health care & social assistance. In 2023, employees put in $3.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,918,388
Participants with balances99
Active participants25
Employer contributions$133,957
Employee contributions$406,402
Employer contribution per active participant$5,358
Average account balance$79,984
Benefits paid to participants$468,521
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$7.9M · 99 accts · $134K emplr
2022$6.6M · 109 accts · $135K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$36,739
Total administrative$36,739
The Lisata Therapeutics, Inc. 401(k) match · 2023
Employer contribution per active participant$5,358
Median for plans this size$1,308
2023$5,358 per active participant
2022$5,174 per active participant

Lisata Therapeutics, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping$36,739

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$36,739 · 0.50%
2022$34,995 · 0.47%
Similar plansHealth Care & Social Assistance · New Jersey
The Arc Gloucester, Inc. NJ$8.2M · 0.04%
Our House, Inc. NJ$8.2M · 0.67%
Ept Management LLC NJ$7.9M · 0.66%
Eastern Smiles Opco, LLC NJ$7.7M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222343568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.