Plan Ledger DOL Form 5500 · updated monthly

Sojourner Family Peace Center,401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF SOJOURNER FAMILY PEACE CENTER, INC. · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Sojourner Family Peace Center, reported $2,103 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,381 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 0.03% to 0.06%. 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 Wisconsin (1,704th of 1,936), and 8,522nd of 11,911 in health care & social assistance. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has grown from 86 to 95 since 2022.

Plan summary
Net assets, end of year$4,035,821
Participants with balances136
Active participants95
Employer contributions$131,166
Employee contributions$284,701
Employer contribution per active participant$1,381
Average account balance$29,675
Benefits paid to participants$318,994
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 136 accts · $131K emplr
2023$3.4M · 182 accts · $116K emplr
2022$3.2M · 168 accts · $98K emplr
The Sojourner Family Peace Center, 401(k) match · 2024
Employer contribution per active participant$1,381
Median for plans this size$1,313
2024$1,381 per active participant
2023$1,139 per active participant
2022$1,135 per active participant

Sojourner Family Peace Center,'s 2024 employer contribution ran above the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,629

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
2023Mutual of America

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

Administrative cost history3
2024$2,103 · 0.06%
2023$903 · 0.03%
2022$1,103 · 0.03%
Similar plansHealth Care & Social Assistance · Wisconsin
Grand View Center, Inc. WI$4.1M · 0.46%
Senior Management, Inc. WI$4.1M · 0.28%
Elizabeth Residence, Inc. WI$4.1M · 0.84%
Aptiv WI$3.5M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391276210 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.