Plan Ledger DOL Form 5500 · updated monthly

Stamford Health, Inc.403(b)

STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Stamford Health, Inc. reported $395,497 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $4,638 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 fell from 0.11% to 0.08%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 49th-largest of 1,106 plans among Connecticut employers on file, and the 324th of 11,911 in health care & social assistance. In 2024, employees put in $1.40 for every $1.00 the employer contributed; active participation has grown from 3,482 to 3,969 since 2022.

Plan summary
Net assets, end of year$504,494,656
Participants with balances4,987
Active participants3,969
Employer contributions$18,406,804
Employee contributions$25,733,639
Employer contribution per active participant$4,638
Average account balance$101,162
Benefits paid to participants$26,783,761
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$504.5M · 4,987 accts · $18.4M emplr
2023$428.8M · 4,729 accts · $16.0M emplr
2022$342.8M · 4,584 accts · $15.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$393,348
Investment management$2,149
Total administrative$395,497
Employer contributions to the Stamford Health, Inc. plan · 2024
Employer contribution per active participant$4,638
Median for plans this size$4,294
2024$4,638 per active participant
2023$4,306 per active participant
2022$4,327 per active participant

Stamford Health, Inc.'s 2024 employer contribution ran above the $4,294 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$393,348
CHARLES SCHWAB & CO., INC. · Securities brokerage$759

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 history3
2024$395,497 · 0.08%
2023$403,556 · 0.10%
2022$384,460 · 0.11%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Nuvance Health CT$1.2B · 0.09%
Middlesex Health CT$473.2M · 0.10%
Lawrence & Memorial Hospital CT$369.4M · 0.02%
Bridgeport Hospital CT$286.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222476636 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.