Plan Ledger DOL Form 5500 · updated monthly

Masonic Villages of the Grand Lodge of Pennsylvania403(b)

MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN · ELIZABETHTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Masonic Villages of the Grand Lodge of Pennsylvania reported $159,018 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $1,571 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 rose from 0.09% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 332nd-largest of 3,651 plans among Pennsylvania employers on file, and the 112th of 2,534 in administrative & support services. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 2,100 to 2,335 since 2022.

Plan summary
Net assets, end of year$164,993,406
Participants with balances2,824
Active participants2,335
Employer contributions$3,667,429
Employee contributions$7,323,687
Employer contribution per active participant$1,571
Average account balance$58,425
Benefits paid to participants$16,093,372
Plan auditDisclaimer of opinion
AuditorSMITH ELLIOTT KEARNS & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$165.0M · 2,824 accts · $3.7M emplr
2023$152.1M · 2,774 accts · $3.6M emplr
2022$132.2M · 2,614 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$159,018
Total administrative$159,018
Employer contributions to the Masonic Villages of the Grand Lodge of Pennsylvania plan · 2024
Employer contribution per active participant$1,571
Median for plans this size$3,635
2024$1,571 per active participant
2023$1,595 per active participant
2022$1,740 per active participant

Masonic Villages of the Grand Lodge of Pennsylvania's 2024 employer contribution ran below the $3,635 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$159,018

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$159,018 · 0.10%
2023$139,355 · 0.10%
2022$133,316 · 0.09%
Similar plansAdministrative & Support Services · Pennsylvania
Brightview Landscapes, LLC PA$378.4M · 0.02%
Asplundh Tree Expert, LLC PA$342.7M · 0.06%
Vector Security, Inc PA$151.1M · 0.17%
System One Holdings, LLC PA$103.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 230846955 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.