Plan Ledger DOL Form 5500 · updated monthly

Odd Fellow Rebekah Home Association Inc403(b)

ODD FELLOW REBEKAH HOME ASSOCIATION INC 403(B) PLAN · GREEN BAY, WI · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Odd Fellow Rebekah Home Association Inc reported $1,690 in plan administrative expenses for 2022: 0.05% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,797th of 1,936), and 9,556th of 11,911 in health care & social assistance. In 2022, employees put in $2.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,599,020
Participants with balances54
Active participants128
Employer contributions$54,687
Employee contributions$156,270
Employer contribution per active participant$427
Average account balance$48,130
Benefits paid to participants$733,291
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,690
Total administrative$1,690
The Odd Fellow Rebekah Home Association Inc 401(k) match · 2022
Employer contribution per active participant$427
Median for plans this size$1,114

Odd Fellow Rebekah Home Association Inc's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,690 · 0.05%
Similar plansHealth Care & Social Assistance · Wisconsin
Varc, Inc. WI$2.9M · 0.46%
Nursing Homes, Inc. WI$2.6M · 0.07%
Azura Living LLC WI$2.6M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390838135 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.