Retirement plan

HANNAH B.G. SHAW HOME 403(B) PLAN

Name: HANNAH BG SHAW HOME, INC - HANNAH B.G. SHAW HOME 403(B) PLAN (2025) Form 5500
Creator: HANNAH BG SHAW HOME, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HANNAH B.G. SHAW HOME 403(B) PLAN, HANNAH BG SHAW HOME, INC

HANNAH BG SHAW HOME, INCEIN 04-2135768Plan #001PY 2025

299 WAREHAM STREET - MIDDLEBORO, MA 02346508-947-1184theshawhome.orgLinkedIn201-500 employeesmedical practice

Prospect flagsLow participationRecently reached 100 employees

How to read this page

Total assets (EOY)

$2.4M

+22.6% from 2024

Total participants

225

0.0% from 2024

Average account balance

$22,387

+1.6% from 2024

Annual return

13.97%

+2.63 pp from 2024

Benchmarks

See 341 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort341 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.35M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

Not enough data

1 years with per-participant data

Participants with account balance

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

105

Not enough data

1 years with headcount on file

Eligible Participants and Participation

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

56.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$173K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$933

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66

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.

Plan features & details

Pension benefit codes2M2G2K2R

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$7K

$38 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.297%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$22,387

$45,266-50.5%

$103,693-78.4%

$65,306-65.7%

Participation rate

35.1%

53.3%-18.2pp

72.6%-37.5pp

57.7%-22.5pp

Annual return

13.97%

25.10%-11.1pp

47.61%-33.6pp

21.94%-8.0pp

Employer contribution / active EE

$141

$1,765-92.0%

$2,920-95.2%

$1,967-92.8%

Participant deferral / active EE

$792

$2,099-62.3%

$4,579-82.7%

$2,959-73.2%

Admin fee / account holder

$66

$3,221-97.9%

$7,858-99.2%

$3,480-98.1%

HANNAH B.G. SHAW HOME 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HANNAH B.G. SHAW HOME 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion