Plan Ledger DOL Form 5500 · updated monthly

Ocular Therapeutix, Inc.401(k)

OCULAR THERAPEUTIX, INC. EMPLOYEE RETIREMENT PLAN · BEFORD, MA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Ocular Therapeutix, Inc. reported $106,800 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,467 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 3 years on file its reported administrative ratio has held roughly steady near 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,129th-largest of 2,726 plans among Massachusetts employers on file, and the 4,735th of 11,654 in professional & technical services. In 2024, employees put in $5.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,132,287
Participants with balances375
Active participants274
Employer contributions$675,924
Employee contributions$3,576,625
Employer contribution per active participant$2,467
Average account balance$67,019
Benefits paid to participants$4,115,999
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.1M · 375 accts · $676K emplr
2023$20.9M · 365 accts · $625K emplr
2022$14.8M · 363 accts · $593K emplr
The Ocular Therapeutix, Inc. 401(k) match · 2024
Employer contribution per active participant$2,467
Median for plans this size$2,416
2024$2,467 per active participant
2023$2,315 per active participant
2022$2,165 per active participant

Ocular Therapeutix, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
RPW SOLUTIONS, LLC. · Contract administrator$25,883
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$22,748
EMPOWER ADVISORY GROUP, LLC. · Investment management$12,436

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$106,800 · 0.46%
2023$83,594 · 0.47%
2022$69,398 · 0.49%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Mak Technologies, Inc. MA$25.3M · 0.30%
Veristat, LLC MA$24.9M · 0.29%
Kymera Therapeutics, Inc. MA$24.8M · 0.25%
Onboard Partners LLC MA$24.8M · 0.11%
Verve Therapeutics, Inc. MA$24.5M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205560161 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.