Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood League of Massachusetts, Inc.403(b)

PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403(B) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Planned Parenthood League of Massachusetts, Inc. reported $17,977 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $1,402 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 0.163%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (1,762nd of 2,726), and the 5,244th of 11,911 in health care & social assistance. In 2024, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,678,697
Participants with balances232
Active participants210
Employer contributions$294,336
Employee contributions$718,872
Employer contribution per active participant$1,402
Average account balance$50,339
Benefits paid to participants$1,453,545
Plan auditUnmodified (clean) audit opinion
AuditorDANIEL DENNIS & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 232 accts · $294K emplr
2023$10.4M · 229 accts · $230K emplr
2022$9.5M · 227 accts · $220K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,977
Total administrative$17,977
Employer contributions to the Planned Parenthood League of Massachusetts, Inc. plan · 2024
Employer contribution per active participant$1,402
Median for plans this size$2,416
2024$1,402 per active participant
2023$948 per active participant
2022$993 per active participant

Planned Parenthood League of Massachusetts, Inc.'s 2024 employer contribution ran below 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 · 20242
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (plan)$27,719

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$17,977 · 0.16%
2023$16,213 · 0.16%
2022$15,913 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Lifestream, Inc. MA$11.9M · 0.04%
Lynn Community Health Inc MA$11.8M · 0.68%
Westmass Eldercare, Inc. MA$11.5M · 0.44%
Hdc Care Solutions LLC MA$11.5M · 0.30%
Bane Concord Master, LLC MA$11.4M · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042698497 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.