Plan Ledger DOL Form 5500 · updated monthly

Wisconsin Masonic Home Inc and Affiliated Employers403(b)

WISCONSIN MASONIC HOME, INC. RETIREMENT SAVINGS PLAN · DOUSMAN, WI · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Wisconsin Masonic Home Inc and Affiliated Employers reported $34,579 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $624 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 0.45% to 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,313th of 1,936), and the 5,932nd of 11,911 in health care & social assistance. In 2024, employees put in $2.45 for every $1.00 the employer contributed; active participation has grown from 275 to 327 since 2022.

Plan summary
Net assets, end of year$9,327,924
Participants with balances134
Active participants327
Employer contributions$204,052
Employee contributions$500,085
Employer contribution per active participant$624
Average account balance$69,611
Benefits paid to participants$530,676
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 134 accts · $204K emplr
2023$8.0M · 138 accts · $190K emplr
2022$7.2M · 156 accts · $184K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,579
Total administrative$34,579
The Wisconsin Masonic Home Inc and Affiliated Employers 401(k) match · 2024
Employer contribution per active participant$624
Median for plans this size$1,313
2024$624 per active participant
2023$560 per active participant
2022$670 per active participant

Wisconsin Masonic Home Inc and Affiliated Employers's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHNSON BANK · Trustee · Investment advisory (plan)$34,579

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

Administrative cost history3
2024$34,579 · 0.40%
2023$32,056 · 0.42%
2022$34,639 · 0.45%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Cherry Tree Dental LLC WI$10.4M · 0.49%
Hegg Memorial Health Center WI$10.0M · 0.73%
Newcap, Inc. WI$9.5M · 0.01%
Saelens Corporation WI$8.9M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390813463 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.