Plan Ledger DOL Form 5500 · updated monthly

Wingate Healthcare, Inc.401(k)

WINGATE HEALTHCARE INVESTMENT PLAN · NEEDHAM, MA · plan year 2022

Reported admin expense ratio · 2022
0.67%

Wingate Healthcare, Inc. reported $207,441 in plan administrative expenses for 2022: 0.67% of average plan assets, higher than ~90% 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 $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 1,131st-largest of 2,726 plans among Massachusetts employers on file, and the 3,157th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$25,025,026
Participants with balances922
Active participants660
Employer contributions—
Employee contributions$699,406
Employer contribution per active participant—
Average account balance$27,142
Benefits paid to participants$4,627,707
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$207,441
Total administrative$207,441
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$207,441 · 0.67%
Similar plansHealth Care & Social Assistance · Massachusetts
Pine Street Inn, Inc. MA$26.8M · 0.38%
Wingate Senior Living, LLC MA$26.0M · 0.54%
Element Care, Inc. MA$24.7M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132704000 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.