Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy Association of Metroboston, Inc.403(b)

403(B) THRIFT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF METROBOSTON, INC. · WATERTOWN, MA · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

United Cerebral Palsy Association of Metroboston, Inc. reported $596 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $337 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 Massachusetts (2,549th of 2,726), and 9,778th of 11,911 in health care & social assistance. In 2022, employees put in $2.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,326,661
Participants with balances87
Active participants155
Employer contributions$52,297
Employee contributions$119,461
Employer contribution per active participant$337
Average account balance$26,743
Benefits paid to participants$40,107
Plan auditUnmodified (clean) audit opinion
AuditorLEONARD, MULHERIN & GREENE, P.C.
Administrative expenses, itemized · 2022
Investment management$596
Total administrative$596
Employer contributions to the United Cerebral Palsy Association of Metroboston, Inc. plan · 2022
Employer contribution per active participant$337
Median for plans this size$1,114

United Cerebral Palsy Association of Metroboston, Inc.'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$596 · 0.02%
Similar plansHealth Care & Social Assistance · Massachusetts
Heading Home MA$2.4M · 0.79%
Fidelity House, Inc. MA$2.2M · 0.73%
Triangle, Inc. MA$2.2M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 042672599 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.