Plan Ledger DOL Form 5500 · updated monthly

Windsor Hospital Corp dba Mt Ascutney403(b)

MT. ASCUTNEY HOSPITAL AND HEALTH CENTER RETIREMENT SAVINGS PLAN · WINDSOR, VT · plan year 2022

Reported admin expense ratio · 2022
0.40%

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

Windsor Hospital Corp dba Mt Ascutney reported $126,872 in plan administrative expenses for 2022: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,665 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 health care & social assistance employers. By assets it is the 65th-largest of 230 plans among Vermont employers on file, and the 2,834th of 11,911 in health care & social assistance. In 2022, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,229,343
Participants with balances554
Active participants528
Employer contributions$879,081
Employee contributions$1,879,053
Employer contribution per active participant$1,665
Average account balance$52,761
Benefits paid to participants$2,112,129
Plan auditUnmodified (clean) audit opinion
AuditorTYLER SIMMS & ST. SAUVEUR
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $902K emplr
2022$29.2M · 554 accts · $879K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$126,872
Total administrative$126,872
Employer contributions to the Windsor Hospital Corp dba Mt Ascutney plan · 2022
Employer contribution per active participant$1,665
Median for plans this size$2,266

Windsor Hospital Corp dba Mt Ascutney's 2022 employer contribution ran below 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$126,872 · 0.40%
Same employer
Similar plansHealth Care & Social Assistance · Vermont
Brattleboro Retreat VT$43.0M · 0.38%
Springfield Hospital VT$38.7M · 0.15%
Otis Health Care Center VT$26.2M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030183721 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.