Plan Ledger DOL Form 5500 · updated monthly

Winchester Hospital403(b)

WINCHESTER HOSPITAL FLEXIBLE PENSION PLAN · WINCHESTER, MA · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Winchester Hospital reported $153,720 in plan administrative expenses for 2022: 0.06% of average plan assets, below the peer median. Employer contributions averaged $1,522 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 $250M–$1B size bracket, benchmarked here against 2,568 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 227th-largest of 2,726 plans among Massachusetts employers on file, and the 574th of 11,911 in health care & social assistance. In 2022, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$236,591,756
Participants with balances2,425
Active participants2,234
Employer contributions$3,401,088
Employee contributions$8,895,688
Employer contribution per active participant$1,522
Average account balance$97,564
Benefits paid to participants$27,328,699
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $3.6M emplr
2022$236.6M · 2,425 accts · $3.4M emplr
Administrative expenses, itemized · 2022
Investment management$3,580
Total administrative$153,720
Employer contributions to the Winchester Hospital plan · 2022
Employer contribution per active participant$1,522
Median for plans this size$4,065

Winchester Hospital's 2022 employer contribution ran below the $4,065 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$153,720 · 0.06%
Similar plansHealth Care & Social Assistance · Massachusetts
Foundation Medicine, Inc. MA$241.6M · 0.03%
Lowell General Hospital MA$206.6M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 042104434 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.