Plan Ledger DOL Form 5500 · updated monthly

Amer. Inst. for Research in the Behavioral Sciences403(b)

AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Amer. Inst. for Research in the Behavioral Sciences reported $11,580 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,017 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 fell from 0.02% to 0.00%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 109th-largest of 2,266 plans among Virginia employers on file, and the 524th of 11,654 in professional & technical services. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$322,953,560
Participants with balances3,015
Active participants1,669
Employer contributions$11,711,311
Employee contributions$16,954,112
Employer contribution per active participant$7,017
Average account balance$107,116
Benefits paid to participants$20,012,284
Plan auditUnmodified (clean) audit opinion
AuditorRUBINO AND COMPANY, CHARTERED
Plan history3
Yearassets · accounts · employer contribution
2024$323.0M · 3,015 accts · $11.7M emplr
2023$277.3M · 2,955 accts · $10.9M emplr
2022$224.7M · 2,897 accts · $9.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,580
Total administrative$11,580
Employer contributions to the Amer. Inst. for Research in the Behavioral Sciences plan · 2024
Employer contribution per active participant$7,017
Median for plans this size$4,294
2024$7,017 per active participant
2023$6,755 per active participant
2022$6,417 per active participant

Amer. Inst. for Research in the Behavioral Sciences's 2024 employer contribution ran above the $4,294 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 · 20242
IRVINS, PHILLIPS & BAKER, CHARTERED$8,280
TIAA$8,100

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

Administrative cost history3
2024$11,580 · 0.00%
2023$22,865 · 0.01%
2022$42,528 · 0.02%
All plans at this employer5
AMERICAN INSTITUTES FOR RESEARCH RETIREMENT PLANDefined-contribution plan
AMERICAN INSTITUTES FOR RESEARCH TAX DEFERRED ANNUITY PLAN403(b)
LEARNING POINT ASSOCIATES DEFINED CONTRIBUTION RETIREMENT PLANDefined-contribution plan
LEARNING POINT ASSOCIATES TAX DEFERRED ANNUITY PLA403(b)
TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF SEDC403(b)
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Source: U.S. Department of Labor, Form 5500 series, EIN 250965219 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.