Plan Ledger DOL Form 5500 · updated monthly

The Boston Home, Inc.403(b)

THE BOSTON HOME, INC. RETIREMENT SAVINGS PLAN · BOSTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.04%

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

The Boston Home, Inc. reported $3,888 in plan administrative expenses for 2025: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $551 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 rose from 0.01% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (1,932nd of 2,726), and the 5,839th of 11,911 in health care & social assistance. In 2025, employees put in $3.74 for every $1.00 the employer contributed; active participation has grown from 215 to 250 since 2022.

Plan summary
Net assets, end of year$9,589,553
Participants with balances203
Active participants250
Employer contributions$137,793
Employee contributions$515,723
Employer contribution per active participant$551
Average account balance$47,239
Benefits paid to participants$630,845
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$9.6M · 203 accts · $138K emplr
2024$8.7M · 200 accts · $132K emplr
2023$8.1M · 208 accts · $118K emplr
2022$6.9M · 205 accts · $117K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$1,100
Audit (IQPA)$2,788
Total administrative$3,888
Employer contributions to the The Boston Home, Inc. plan · 2025
Employer contribution per active participant$551
Median for plans this size$1,464
2025$551 per active participant
2024$543 per active participant
2023$506 per active participant
2022$543 per active participant

The Boston Home, Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
LINCOLN NATIONAL CORPORATION · Contract administrator$2,933

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$3,888 · 0.04%
2024$250 · 0.00%
2023$6,413 · 0.09%
2022$930 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Enable, Inc. MA$9.9M · 1.55%
Health Imperatives, Inc. MA$9.5M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042103905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.