Plan Ledger DOL Form 5500 · updated monthly

Training Toward Self-Reliance403(b)

TRAINING TOWARD SELF-RELIANCE 403(B) PLAN · PARKER, PA · plan year 2022

Reported admin expense ratio · 2022
1.36%

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

Training Toward Self-Reliance reported $20,634 in plan administrative expenses for 2022: 1.36% of average plan assets, higher than ~90% of peers. Employer contributions averaged $521 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,448th of 3,651), and 10,502nd of 11,911 in health care & social assistance. In 2022, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,457,559
Participants with balances96
Active participants257
Employer contributions$133,968
Employee contributions$193,297
Employer contribution per active participant$521
Average account balance$15,183
Benefits paid to participants$175,470
Plan auditDisclaimer of opinion
AuditorMATTERN CPA, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$20,634
Total administrative$20,634
Employer contributions to the Training Toward Self-Reliance plan · 2022
Employer contribution per active participant$521
Median for plans this size$1,114

Training Toward Self-Reliance's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$20,634 · 1.36%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Tadiso, Inc. PA$1.5M · 0.44%
Maternity Care Coalition PA$1.5M · 0.46%
C.A.R.E.S. Inc.-Northeast PA$1.5M · 1.33%
The Ecumenical Community PA$1.5M · 0.19%
McAr, Inc. PA$1.4M · 1.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251881141 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.