Plan Ledger DOL Form 5500 · updated monthly

Western Mass Training Consortium, Inc403(b)

403(B) THRIFT PLAN FOR EMPLOYEES OF THE WESTERN MASSACHUSETTS TRAINING CONSORTIUM, INC. · HOLYOKE, MA · plan year 2022

Reported admin expense ratio · 2022
0.05%

Western Mass Training Consortium, Inc reported $251 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,679th of 2,726), and 11,345th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$512,451
Participants with balances35
Active participants301
Employer contributions—
Employee contributions$50,103
Employer contribution per active participant—
Average account balance$14,641
Benefits paid to participants$25,443
Plan auditDisclaimer of opinion
AuditorMP P.C.
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$251 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Communitas, Inc. MA$765K · 1.08%
Turning Point, Inc. MA$529K · 1.92%
Kids & Company MA$454K · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237450656 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.