Plan Ledger DOL Form 5500 · updated monthly

Western New York Independent Living, Inc403(b)

WESTERN NEW YORK INDEPENDENT LIVING PROJECT INC. · BUFFALO, NY · plan year 2023

Reported admin expense ratio · 2023
0.19%

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

Western New York Independent Living, Inc reported $7,533 in plan administrative expenses for 2023: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,030 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 2 years on file its reported administrative ratio rose from 0.24% to 0.50%. 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 New York (4,627th of 5,648), and 8,360th of 11,911 in health care & social assistance. In 2023, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,269,663
Participants with balances182
Active participants172
Employer contributions$177,222
Employee contributions$374,023
Employer contribution per active participant$1,030
Average account balance$23,460
Benefits paid to participants$664,593
Plan auditUnmodified (clean) audit opinion
AuditorEFPR GROUP CPAS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 184 accts · $157K emplr
2023$4.3M · 182 accts · $177K emplr
2022$3.7M · 177 accts · $155K emplr
Employer contributions to the Western New York Independent Living, Inc plan · 2023
Employer contribution per active participant$1,030
Median for plans this size$1,308
2024$913 per active participant
2023$1,030 per active participant
2022$920 per active participant

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

Administrative cost history3
2024$20,787 · 0.50%
2023$7,533 · 0.19%
2022$8,135 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · New York
Horizon Health Care NY$4.4M · 0.76%
Special Touch Cdpap, Inc NY$4.4M · 2.18%
Acutis Diagnostics, Inc. NY$4.3M · 1.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222316065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.