Plan Ledger DOL Form 5500 · updated monthly

Mass Moca Foundation, Inc.401(k)

MASS MOCA FOUNDATION, INC. 401(K) PROFIT SHARING TRUST · NORTH ADAMS, MA · plan year 2022

Reported admin expense ratio · 2022
0.49%

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

Mass Moca Foundation, Inc. reported $14,117 in plan administrative expenses for 2022: 0.49% of average plan assets, above the peer median. Employer contributions averaged $574 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Massachusetts (2,514th of 2,726), and 1,096th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,744,856
Participants with balances85
Active participants134
Employer contributions$76,949
Employee contributions$178,690
Employer contribution per active participant$574
Average account balance$32,292
Benefits paid to participants$109,435
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,411
Investment management$6,346
Total administrative$14,117
The Mass Moca Foundation, Inc. 401(k) match · 2022
Employer contribution per active participant$574
Median for plans this size$1,114

Mass Moca Foundation, 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 history1
2022$14,117 · 0.49%
Same employer
Similar plansArts, Entertainment & Recreation · Massachusetts
Spartan Race, Inc. MA$5.8M · 0.13%
Cdm Fitness Holdings, LLC MA$3.7M · 0.88%
Delta C, LP CA$2.8M · 0.83%
Flint Institute of Music MI$2.7M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043113688 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.