Plan Ledger DOL Form 5500 · updated monthly

Mazzoni Center403(b)

MAZZONI CENTER 403(B) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Mazzoni Center reported $36,645 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $2,325 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 0.46% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,787th of 3,651), and 7,510th of 11,911 in health care & social assistance. In 2024, the employer put in $1.04 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$5,722,582
Participants with balances251
Active participants137
Employer contributions$318,486
Employee contributions$305,145
Employer contribution per active participant$2,325
Average account balance$22,799
Benefits paid to participants$1,215,110
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 251 accts · $318K emplr
2023$5.5M · 107 accts · $277K emplr
2022$5.2M · 232 accts · $335K emplr
Employer contributions to the Mazzoni Center plan · 2024
Employer contribution per active participant$2,325
Median for plans this size$1,313
2024$2,325 per active participant
2023$2,098 per active participant
2022$2,676 per active participant

Mazzoni Center's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
NATIONWIDE · Investment management$25,407
LPL FINANCIAL LLC-RPCP · Investment management$18,874
NATIONWIDE · Investment management$2,651
NATIONWIDE RETIREMENT PLANS · Investment management$987

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$36,645 · 0.65%
2023$28,534 · 0.53%
2022$26,609 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Longwood at Oakmont, Inc. PA$5.9M · 0.45%
Xanitos Inc. PA$5.9M · 1.01%
Mount Trexler Manor, Inc. PA$5.6M · 0.93%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 232176338 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.