Plan Ledger DOL Form 5500 · updated monthly

Victory Human Services, Inc.401(k)

EMPLOYEE BENEFIT PLAN OF VICTORY HUMAN SERVICES, INC. · DORCHESTER CENTER, MA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Victory Human Services, Inc. reported $1,311 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.080%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,586th of 2,726), and 10,215th of 11,911 in health care & social assistance. active participation has shrunk from 120 to 95 since 2022.

Plan summary
Net assets, end of year$1,807,940
Participants with balances93
Active participants95
Employer contributions$0
Employee contributions$213,025
Employer contribution per active participant$0
Average account balance$19,440
Benefits paid to participants$133,568
Plan auditUnmodified (clean) audit opinion
AuditorDANIEL DENNIS & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 93 accts
2023$1.5M · 114 accts
2022$1.2M · 121 accts
The Victory Human Services, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Victory Human Services, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,768

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,311 · 0.08%
2023$735 · 0.06%
2022$1,139 · 0.08%
Similar plansHealth Care & Social Assistance · Massachusetts
Centerboard, Inc. MA$1.9M · 0.16%
Roca, Inc. MA$1.9M · 0.72%
Bridges Homeward, Inc. MA$1.8M · 0.74%
Woonsocket Urgent Care PC MA$1.7M · 0.79%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 043541992 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.