Plan Ledger DOL Form 5500 · updated monthly

American Economic Association403(b)

AMERICAN ECONOMIC ASSOCIATION 403(B) DC PLAN · NASHVILLE, TN · plan year 2024

Employer contribution per participant · 2024
$4,996

American Economic Association's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $20,659,903 across 195 participant accounts, with employer contributions averaging $4,996 per active participant. See methodology for what Form 5500 does and doesn't capture.

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 534th-largest of 1,496 plans among Tennessee employers on file, and the 1,034th of 3,341 in other services. In 2024, employees put in $1.06 for every $1.00 the employer contributed; active participation has shrunk from 80 to 36 since 2022.

Plan summary
Net assets, end of year$20,659,903
Participants with balances195
Active participants36
Employer contributions$179,858
Employee contributions$190,744
Employer contribution per active participant$4,996
Average account balance$105,948
Benefits paid to participants$1,983,445
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 195 accts · $180K emplr
2023$19.1M · 198 accts · $186K emplr
2022$16.6M · 207 accts · $181K emplr
Employer contributions to the American Economic Association plan · 2024
Employer contribution per active participant$4,996
Median for plans this size$2,416
2024$4,996 per active participant
2023$2,358 per active participant
2022$2,264 per active participant

American Economic Association'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.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
Similar plansOther Services · Tennessee
Servpro Industries, LLC TN$56.2M · 0.13%
Edfinancial Services, LLC TN$29.4M · 0.57%
Tennessee Tractor, LLC TN$16.8M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362166945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.