Plan Ledger DOL Form 5500 · updated monthly

The Mohegan Tribe of Indians of Connecticut401(k)

THE MOHEGAN RETIREMENT AND 401(K) PLAN · UNCASVILLE, CT · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

The Mohegan Tribe of Indians of Connecticut reported $161,919 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $952 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 0.02% to 0.03%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 50th-largest of 1,106 plans among Connecticut employers on file, and the 20th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$500,103,643
Participants with balances5,202
Active participants6,314
Employer contributions$6,013,030
Employee contributions$22,287,588
Employer contribution per active participant$952
Average account balance$96,137
Benefits paid to participants$42,335,233
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$500.1M · 5,202 accts · $6.0M emplr
2023$440.0M · 5,564 accts · $5.6M emplr
2022$368.6M · 5,682 accts · $5.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,420
Investment management$73,210
Total administrative$161,919
The The Mohegan Tribe of Indians of Connecticut 401(k) match · 2024
Employer contribution per active participant$952
Median for plans this size$4,294
2024$952 per active participant
2023$884 per active participant
2022$864 per active participant

The Mohegan Tribe of Indians of Connecticut's 2024 employer contribution ran below the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$77,075
CAPFINANCIAL PARTNERS LLC · Investment management$73,212
STROTHER, JOHN F · Legal$11,784

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$161,919 · 0.03%
2023$140,128 · 0.03%
2022$83,713 · 0.02%
Same employer
Similar plansArts, Entertainment & Recreation · Connecticut
Wynn Resorts, Limited NV$509.4M · 0.18%
Light & Wonder, Inc. NV$501.1M · 0.08%
Warner Music Group NY$446.3M · 0.10%
Creative Artists Agency, LLC CA$436.8M · 0.04%
Mashantucket Pequot Tribe CT$424.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061436334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.