Plan Ledger DOL Form 5500 · updated monthly

Mesa Developmental Services401(k)

403(B) THRIFT PLAN OF MESA DEVELOPMENTAL SERVICES · GRAND JUNCTION, CO · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Mesa Developmental Services reported $1,283 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $427 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 0.018% to 0.023%. 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 Colorado (1,010th of 1,461), and 7,566th of 11,911 in health care & social assistance. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 81 to 136 since 2022.

Plan summary
Net assets, end of year$5,624,581
Participants with balances99
Active participants136
Employer contributions$58,005
Employee contributions$129,442
Employer contribution per active participant$427
Average account balance$56,814
Benefits paid to participants$666,547
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 99 accts · $58K emplr
2023$5.4M · 184 accts · $68K emplr
2022$4.8M · 187 accts · $73K emplr
The Mesa Developmental Services 401(k) match · 2024
Employer contribution per active participant$427
Median for plans this size$1,313
2024$427 per active participant
2023$273 per active participant
2022$905 per active participant

Mesa Developmental Services's 2024 employer contribution ran below the $1,313 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 · 20242
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,496
THE VARIABLE ANNUITY LIFE INS. CO. · Claims processing · Recordkeepingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America, THE VARIABLE ANNUITY LIFE INS. CO.
2023Mutual of America, THE VARIABLE ANNUITY LIFE INS. CO.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,283 · 0.02%
2023$232 · 0.00%
2022$911 · 0.02%
Similar plansHealth Care & Social Assistance · Colorado
Continuum of Colorado CO$6.0M · 0.31%
Trumpet Behavioral Health CO$5.9M · 0.58%
West Central, Inc CO$5.6M · 0.07%
Cgpp Management LLC CO$5.4M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 846044855 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.