Plan Ledger DOL Form 5500 · updated monthly

Watkinson School403(b)

WATKINSON SCHOOL 403(B) RETIREMENT PLAN · HARTFORD, CT · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Watkinson School reported $18,921 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,749 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other educational services employers. By assets it is the 518th-largest of 1,106 plans among Connecticut employers on file, and the 1,509th of 3,091 in educational services. In 2022, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,532,512
Participants with balances243
Active participants109
Employer contributions$299,629
Employee contributions$403,780
Employer contribution per active participant$2,749
Average account balance$92,726
Benefits paid to participants$777,263
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $322K emplr
2022$22.5M · 243 accts · $300K emplr
Employer contributions to the Watkinson School plan · 2022
Employer contribution per active participant$2,749
Median for plans this size$2,266

Watkinson School's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$18,921 · 0.09%
Similar plansEducational Services · Connecticut
The Forman School, Inc. CT$28.9M · 0.06%
Post University, Inc. CT$28.5M · 0.04%
Ethel Walker School CT$27.5M · 0.10%
The Rectory School CT$24.0M · 0.26%
Rumsey Hall School CT$19.9M · 0.08%
Indian Mountain School CT$15.1M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060655136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.