Plan Ledger DOL Form 5500 · updated monthly

Uhealthsolutions, Inc.DC plan

UHEALTHSOLUTIONS, INC. SECTION 403(B) PLAN · SHREWSBURY, MA · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Uhealthsolutions, Inc. reported $688 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $409 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 1 year on file its reported administrative ratio rose from 0.01% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,317th of 2,726), and 7,996th of 11,911 in health care & social assistance. In 2023, employees put in $4.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,852,639
Participants with balances95
Active participants157
Employer contributions$64,206
Employee contributions$312,156
Employer contribution per active participant$409
Average account balance$51,080
Benefits paid to participants$64,749
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.9M · 95 accts · $64K emplr
2022$3.8M · 105 accts · $56K emplr
Employer contributions to the Uhealthsolutions, Inc. plan · 2023
Employer contribution per active participant$409
Median for plans this size$1,308
2023$409 per active participant
2022$477 per active participant

Uhealthsolutions, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$688 · 0.02%
2022$488 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Victory Programs, Inc. MA$5.0M · 0.16%
Saint Francis House, Inc. MA$5.0M · 0.13%
18 Degrees, Inc. MA$4.7M · 0.06%
Fcp, Inc. MA$4.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043541678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.