Plan Ledger DOL Form 5500 · updated monthly

Assoc of the United States Army Inc401(k)

ASSOCIATION OF THE UNITED STATES ARMY INC RETIREMENT PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Assoc of the United States Army Inc reported $16,961 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,734 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 fell from 0.13% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other public administration employers. By assets it is the 842nd-largest of 2,266 plans among Virginia employers on file, and the 31st of 90 in public administration. In 2024, employees put in $1.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,360,192
Participants with balances135
Active participants87
Employer contributions$759,838
Employee contributions$905,628
Employer contribution per active participant$8,734
Average account balance$187,853
Benefits paid to participants$1,239,003
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.4M · 135 accts · $760K emplr
2023$21.7M · 130 accts · $712K emplr
2022$17.8M · 125 accts · $656K emplr
The Assoc of the United States Army Inc 401(k) match · 2024
Employer contribution per active participant$8,734
Median for plans this size$2,416
2024$8,734 per active participant
2023$8,680 per active participant
2022$7,899 per active participant

Assoc of the United States Army Inc'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 · 202412
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$1,800
COLUMBIA FUNDS · Investment managementindirect comp
DODGE & COX · Investment managementindirect comp
AMERICAN FUNDS · Investment managementindirect comp
ALLSPRING GLOBAL · Investment managementindirect comp
PARNASSUS FUNDS · Investment managementindirect comp
TIAA-CREF · Investment managementindirect comp
JP MORGAN FUNDS · Investment managementindirect comp
PRINCIPAL FUNDS · Investment managementindirect comp
BLACKROCK FUNDS · Investment managementindirect comp
JANUS FUNDS · Investment managementindirect comp
FIDELITY · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$16,961 · 0.07%
2023$25,719 · 0.13%
2022$25,331 · 0.13%
Similar plansPublic Administration · Virginia
Valkyrie Enterprises, Inc. VA$87.4M · 0.31%
Squaxin Island Tribe WA$28.4M · 0.28%
Redding Rancheria CA$25.6M · 0.06%
Pueblo of Laguna NM$25.5M · 0.55%
Quinault Indian Nation WA$21.3M · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 530193361 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.