Mental Health Association in Orange County, Inc.403(b)
TAX DEFERRED ANNUITY PLAN OF MENTAL HEALTH ASSOCIATION IN ORANGE COUNTY, INC. · MIDDLETOWN, NY · plan year 2023
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Mental Health Association in Orange County, Inc. reported $1,274 in plan administrative expenses for 2023: 0.25% of average plan assets, lower than ~75% of peers. Employer contributions averaged $362 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 has held roughly steady near 0.253%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (5,431st of 5,648), and 11,268th of 11,911 in health care & social assistance. In 2023, employees put in $2.32 for every $1.00 the employer contributed.
Mental Health Association in Orange County, Inc.'s 2023 employer contribution ran below the $522 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 146024124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.