Plan Ledger DOL Form 5500 · updated monthly

Wilson Language Training Corporation401(k)

WILSON LANGUAGE TRAINING CORPORATION 401(K) RETIREMENT PLAN · OXFORD, MA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Wilson Language Training Corporation reported $12,801 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,562 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 fell from 0.07% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 624th-largest of 2,726 plans among Massachusetts employers on file, and the 826th of 3,091 in educational services. In 2024, the employer put in $1.41 for every $1.00 employees contributed themselves; active participation has grown from 265 to 392 since 2022.

Plan summary
Net assets, end of year$58,180,370
Participants with balances391
Active participants392
Employer contributions$3,748,237
Employee contributions$2,652,028
Employer contribution per active participant$9,562
Average account balance$148,799
Benefits paid to participants$6,385,347
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$58.2M · 391 accts · $3.7M emplr
2023$51.8M · 328 accts · $3.9M emplr
2022$43.5M · 287 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,187
Investment management$5,614
Total administrative$12,801
The Wilson Language Training Corporation 401(k) match · 2024
Employer contribution per active participant$9,562
Median for plans this size$3,635
2024$9,562 per active participant
2023$12,213 per active participant
2022$15,773 per active participant

Wilson Language Training Corporation's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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
JOHN HANCOCK · Recordkeeping · Investment advisory (participants)$12,801

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

Recordkeeper by year2
2024John Hancock
2023John Hancock, Sentinel Group

This plan has changed recordkeepers within these filings. If you left Wilson Language Training Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$12,801 · 0.02%
2023$16,490 · 0.03%
2022$33,012 · 0.07%
Same employer
Similar plansEducational Services · Massachusetts
Dana Hall School MA$63.1M · 0.03%
The Fessenden School MA$56.6M · 0.03%
Terc, Inc. MA$56.4M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043203255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.