Plan Ledger DOL Form 5500 · updated monthly

Arizona's Children AssociationDC plan

403(B) THRIFT PLAN OF ARIZONA'S CHILDREN ASSOCIATION · PHOENIX, AZ · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Arizona's Children Association reported $3,316 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $26 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 0.08% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 557th-largest of 1,285 plans among Arizona employers on file, and the 5,454th of 11,911 in health care & social assistance. In 2023, employees put in $70.26 for every $1.00 the employer contributed; active participation has shrunk from 454 to 292 since 2022.

Plan summary
Net assets, end of year$10,893,582
Participants with balances869
Active participants292
Employer contributions$7,626
Employee contributions$535,827
Employer contribution per active participant$26
Average account balance$12,536
Benefits paid to participants$1,051,734
Plan auditUnmodified (clean) audit opinion
AuditorBEACHFLEISCHMAN
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 784 accts
2023$10.9M · 869 accts · $8K emplr
2022$9.9M · 939 accts
Employer contributions to the Arizona's Children Association plan · 2023
Employer contribution per active participant$26
Median for plans this size$2,440

Arizona's Children Association's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,626

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$9,272 · 0.09%
2023$3,316 · 0.03%
2022$8,696 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Child Crisis Arizona AZ$10.9M · 0.93%
Gila Health Resources, LLC AZ$10.1M · 0.59%
People of Faith Inc. AZ$10.0M · 0.26%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 860096772 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.