Plan Ledger DOL Form 5500 · updated monthly

Achieva403(b)

403(B) THRIFT PLAN OF ACHIEVA · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Achieva reported $27,250 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,499 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 rose from 0.03% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,180th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,777th of 11,911 in health care & social assistance. In 2024, the employer put in $1.30 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$30,018,725
Participants with balances727
Active participants602
Employer contributions$902,290
Employee contributions$692,641
Employer contribution per active participant$1,499
Average account balance$41,291
Benefits paid to participants$3,280,554
Plan auditUnmodified (clean) audit opinion
AuditorMAHER DUESSEL, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$30.0M · 727 accts · $902K emplr
2023$27.9M · 705 accts · $801K emplr
2022$24.7M · 723 accts · $847K emplr
Employer contributions to the Achieva plan · 2024
Employer contribution per active participant$1,499
Median for plans this size$2,416
2024$1,499 per active participant
2023$1,241 per active participant
2022$1,281 per active participant

Achieva's 2024 employer contribution ran below the $2,416 median for plans its size. 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
MUTUAL OF AMERICA LIFE INSURANCE CO · Claims processing · Recordkeeping$9,688

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$27,250 · 0.09%
2023$5,770 · 0.02%
2022$8,529 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Path, Inc. PA$30.1M · 0.06%
Mercer Bucks Cardiology, PA PA$30.1M · 0.02%
Adelphoi USA, Inc. PA$30.0M · 0.58%
Wesley Family Services PA$29.7M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251505216 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.