Retirement plan

EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, LLC 401(K) PLAN AND TRUST

Name: EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, LLC - EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, LLC 401(K) PLAN AND TRUST (2025) Form 5500
Creator: EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, LLC 401(K) PLAN AND TRUST, EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, LLC

EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, LLCEIN 04-3391543Plan #001PY 2025

100 WASON AVENUE SUITE 100 - SPRINGFIELD, MA 01107413-732-7426entsurgeons.usLinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$16.6M

+20.5% from 2024

Total participants

+24.0% from 2024

Average account balance

$291,839

-4.9% from 2024

Annual return

18.13%

+6.01 pp from 2024

Benchmarks

See 15,542 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,542 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.63M

Not enough data

1 years with asset history on file

Average account balance

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

$292K

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.

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$694K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+18.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6369

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$363K

$9553 / participant

Other / not subdivided$363K100.0%

% of EOY assets

2.182%

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

$291,839

$76,407+282.0%

$150,298+94.2%

$82,448+254.0%

Participation rate

86.8%

66.4%+20.4pp

77.8%+9.1pp

68.1%+18.8pp

Annual return

18.13%

39.99%-21.9pp

62.79%-44.7pp

41.64%-23.5pp

Employer contribution / active EE

$11,659

$2,614+346.0%

$4,154+180.7%

$2,551+357.0%

Participant deferral / active EE

$6,613

$3,214+105.7%

$5,453+21.3%

$4,139+59.8%

Admin fee / account holder

$6,369

$6,352+0.3%

$14,116-54.9%

$7,234-12.0%

EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, LLC 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EAR, NOSE & THROAT SURGEONS OF WESTERN NEW ENGLAND, LLC 401(K) PLAN AND TRUST

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