Plan Ledger DOL Form 5500 · updated monthly

Moses/Weitzman Health System, Inc403(b)

MOSES/WEITZMAN HEALTH SYSTEM, INC. 403B RETIREMENT PLAN · MIDDLETOWN, CT · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Moses/Weitzman Health System, Inc reported $167,130 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $3,829 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 0.162%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 178th-largest of 1,106 plans among Connecticut employers on file, and the 1,009th of 11,911 in health care & social assistance. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$112,492,757
Participants with balances1,950
Active participants1,263
Employer contributions$4,836,159
Employee contributions$7,410,871
Employer contribution per active participant$3,829
Average account balance$57,689
Benefits paid to participants$7,197,272
Plan auditUnmodified (clean) audit opinion
AuditorGUILMARTIN, DIPIRO & SOKOLOWSKI LLC
Plan history2
Yearassets · accounts · employer contribution
2024$112.5M · 1,950 accts · $4.8M emplr
2023$93.6M · 1,871 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$167,130
Total administrative$167,130
Employer contributions to the Moses/Weitzman Health System, Inc plan · 2024
Employer contribution per active participant$3,829
Median for plans this size$3,635
2024$3,829 per active participant
2023$3,695 per active participant

Moses/Weitzman Health System, Inc's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$167,130
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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

Administrative cost history2
2024$167,130 · 0.16%
2023$134,820 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Genedx Holdings Corp. CT$118.5M · 0.03%
Hospital for Special Care CT$118.3M · 0.12%
Carecentrix, Inc. CT$112.2M · 0.08%
Apple Health Care, Inc. CT$86.4M · 0.15%
Griffin Hospital CT$85.5M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850521893 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.