Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF MEALS ON WHEELS OF BOULDER, INC.

Name: MEALS ON WHEELS OF BOULDER, INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF MEALS ON WHEELS OF BOULDER, INC. (2025) Form 5500
Creator: MEALS ON WHEELS OF BOULDER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF MEALS ON WHEELS OF BOULDER, INC., MEALS ON WHEELS OF BOULDER, INC.

MEALS ON WHEELS OF BOULDER, INC.EIN 84-0594180Plan #001PY 2025

3701 CANFIELD ST - BOULDER, CO 803013186303-441-3908mowboulder.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$796K

+24.6% from 2024

Total participants

+18.2% from 2024

Average account balance

$66,337

+3.9% from 2024

Annual return

14.39%

-0.11 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$796K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$494

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 codes2G3D2J

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.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$6K

$658 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.744%

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

$66,337

$174,379-62.0%

$152,093-56.4%

$138,895-52.2%

Participation rate

88.9%

81.6%+7.2pp

77.8%+11.1pp

79.9%+9.0pp

Annual return

14.39%

74.86%-60.5pp

66.36%-52.0pp

145.39%-131.0pp

Employer contribution / active EE

$3,496

$4,652-24.8%

$4,175-16.3%

$4,194-16.7%

Participant deferral / active EE

$4,435

$6,159-28.0%

$5,451-18.6%

$6,396-30.7%

Admin fee / account holder

$494

$16,880-97.1%

$14,497-96.6%

$12,562-96.1%

403(B) THRIFT PLAN FOR EMPLOYEES OF MEALS ON WHEELS OF BOULDER, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF MEALS ON WHEELS OF BOULDER, INC.

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