Plan Ledger DOL Form 5500 · updated monthly

American Society of Mechanical Engineers403(b)

AMERICAN SOCIETY OF MECHANICAL ENGINEERS THRIFT SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.16%

American Society of Mechanical Engineers reported $148,538 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.159%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 831st-largest of 5,648 plans among New York employers on file, and the 559th of 3,091 in educational services. active participation has shrunk from 166 to 148 since 2022.

Plan summary
Net assets, end of year$95,109,776
Participants with balances485
Active participants148
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$196,103
Benefits paid to participants$6,310,377
Plan auditDisclaimer of opinion
AuditorKPMG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$95.1M · 485 accts
2023$91.4M · 509 accts
2022$85.0M · 523 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,732
Total administrative$148,538
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 · Recordkeeping · Pension consulting$12,732

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$148,538 · 0.16%
2023$142,379 · 0.16%
2022$145,129 · 0.16%
All plans at this employer3
AMERICAN SOCIETY OF MECHANICAL ENGINEERS 401(K) PLAN401(k)
AMERICAN SOCIETY OF MECHANICAL ENGINEERS THRIFT SAVINGS PLAN403(b)
AMERICAN SOCIETY OF MECHANICAL ENGINEERS DC PENSION PLAN403(b)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 131623899 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.