Plan Ledger DOL Form 5500 · updated monthly

The Williston Northampton School403(b)

THE WILLISTON NORTHAMPTON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · EASTHAMPTON, 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

The Williston Northampton School reported $86,955 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $5,184 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 0.162%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 646th-largest of 2,726 plans among Massachusetts employers on file, and the 845th of 3,091 in educational services. In 2024, employees put in $1.16 for every $1.00 the employer contributed; active participation has grown from 182 to 201 since 2022.

Plan summary
Net assets, end of year$55,981,642
Participants with balances502
Active participants201
Employer contributions$1,042,038
Employee contributions$1,210,554
Employer contribution per active participant$5,184
Average account balance$111,517
Benefits paid to participants$4,607,882
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.0M · 502 accts · $1.0M emplr
2023$51.6M · 508 accts · $986K emplr
2022$46.3M · 503 accts · $968K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,509
Investment management$22,446
Total administrative$86,955
Employer contributions to the The Williston Northampton School plan · 2024
Employer contribution per active participant$5,184
Median for plans this size$3,635
2024$5,184 per active participant
2023$5,107 per active participant
2022$5,317 per active participant

The Williston Northampton School's 2024 employer contribution ran above the $3,635 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
GLOBAL RETIREMENT PARTNERS$14,148
ANGELL PENSION GROUP$8,297

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$86,955 · 0.16%
2023$80,179 · 0.16%
2022$80,618 · 0.16%
Same employer
Similar plansEducational Services · Massachusetts
The Fessenden School MA$56.6M · 0.03%
Terc, Inc. MA$56.4M · 0.07%
Landmark School, Inc. MA$54.3M · 0.23%
Park School Corporation MA$54.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 041975990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.