Plan Ledger DOL Form 5500 · updated monthly

American Academy of Otolaryngology - Head and Neck Surgery Foundation403(b)

AAO-HNSF 403(B) PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

American Academy of Otolaryngology - Head and Neck Surgery Foundation reported $30,695 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $6,753 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 0.10% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,130th-largest of 2,266 plans among Virginia employers on file, and the 1,223rd of 3,341 in other services. In 2024, the employer put in $1.30 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$16,206,377
Participants with balances214
Active participants62
Employer contributions$418,697
Employee contributions$321,535
Employer contribution per active participant$6,753
Average account balance$75,731
Benefits paid to participants$1,735,896
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.2M · 214 accts · $419K emplr
2023$15.0M · 219 accts · $417K emplr
2022$13.1M · 204 accts · $390K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,695
Total administrative$30,695
Employer contributions to the American Academy of Otolaryngology - Head and Neck Surgery Foundation plan · 2024
Employer contribution per active participant$6,753
Median for plans this size$2,416
2024$6,753 per active participant
2023$6,624 per active participant
2022$6,724 per active participant

American Academy of Otolaryngology - Head and Neck Surgery Foundation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$14,333
TIAA$12,067

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$30,695 · 0.20%
2023$24,348 · 0.17%
2022$13,896 · 0.10%
Similar plansOther Services · Virginia
Moore & Giles VA$18.2M · 0.47%
Global Impact VA$15.8M · 0.35%
Patient Advocate Foundation VA$14.9M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521219434 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.