Plan Ledger DOL Form 5500 · updated monthly

American Nuclear Society403(b)

AMERICAN NUCLEAR SOCIETY 403(B) RETIREMENT PLAN · WESTMONT, IL · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

American Nuclear Society reported $1,102 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,977 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 1 year on file its reported administrative ratio rose from 0.001% to 0.004%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,426th-largest of 3,702 plans among Illinois employers on file, and the 1,384th of 3,091 in educational services. In 2024, the employer put in $1.47 for every $1.00 employees contributed themselves; active participation has grown from 34 to 38 since 2022.

Plan summary
Net assets, end of year$26,665,286
Participants with balances126
Active participants38
Employer contributions$379,108
Employee contributions$258,699
Employer contribution per active participant$9,977
Average account balance$211,629
Benefits paid to participants$1,891,704
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.7M · 126 accts · $379K emplr
2023$25.0M · 125 accts · $384K emplr
2022$21.9M · 124 accts · $329K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$427
Audit (IQPA)$675
Total administrative$1,102
Employer contributions to the American Nuclear Society plan · 2024
Employer contribution per active participant$9,977
Median for plans this size$2,416
2024$9,977 per active participant
2023$10,375 per active participant
2022$9,673 per active participant

American Nuclear Society'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 · 20241
TIAA$297

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$1,102 · 0.00%
2023$225 · 0.00%
2022Not separately reported
Similar plansEducational Services · Illinois
Riverside Assessments, LLC IL$30.5M · 0.20%
Lewis University IL$26.8M · 0.28%
Acero Schools IL$25.3M · 0.46%
Marist High School IL$24.9M · 0.24%
Elim Christian Services IL$22.7M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811658523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.