Retirement plan

PRIOR SERVICE PLAN FOR THE JUDGE BAKER GUIDANCE CENTER

Name: JUDGE BAKER CHILDREN'S CENTER - PRIOR SERVICE PLAN FOR THE JUDGE BAKER GUIDANCE CENTER (2022) Form 5500
Creator: JUDGE BAKER CHILDREN'S CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIOR SERVICE PLAN FOR THE JUDGE BAKER GUIDANCE CENTER, JUDGE BAKER CHILDREN'S CENTER

JUDGE BAKER CHILDREN'S CENTEREIN 04-2103860Plan #002PY 2022

53 PARKER HILL AVE - BOSTON, MA 021203225617-232-8390

Other plans on this EIN

1 filing

#001Retirement-$38.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$103K

+3.7% from 2021

Total participants

No prior year

Average account balance

No prior year

Annual return

3.74%

+7.62 pp from 2021

Benchmarks

See 100 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Cohort100 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$123K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.78%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment

Free accounts unlock saves, downloads, and 3-year history.

Plan features & details

Pension benefit codes1A

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$503,327-100.0%

$56,546-100.0%

Participation rate

0.0%

0.0%0pp

50.6%-50.6pp

Annual return

3.74%

55.68%-51.9pp

-11.22%+15.0pp

Employer contribution / active EE

$21,727-100.0%

$32,882-100.0%

Participant deferral / active EE

$579-100.0%

Admin fee / account holder

$311,717-100.0%

$1,473-100.0%

PRIOR SERVICE PLAN FOR THE JUDGE BAKER GUIDANCE CENTER

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Audit opinioni

PRIOR SERVICE PLAN FOR THE JUDGE BAKER GUIDANCE CENTER

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion