Plan Ledger DOL Form 5500 · updated monthly

Big Brothers Big Sisters of New York City403(b)

SECTION 403(B) RETIREMENT PLAN FOR BIG BROTHERS/BIG SISTERS OF NEW YORK CITY · NEW YORK CITY, NY · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Big Brothers Big Sisters of New York City reported $10,033 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $582 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 0.84% to 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,169th of 5,648), and 7,095th of 11,911 in health care & social assistance. In 2024, employees put in $3.41 for every $1.00 the employer contributed; active participation has grown from 81 to 140 since 2022.

Plan summary
Net assets, end of year$6,508,268
Participants with balances140
Active participants140
Employer contributions$81,482
Employee contributions$277,667
Employer contribution per active participant$582
Average account balance$46,488
Benefits paid to participants$724,311
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 140 accts · $81K emplr
2023$6.0M · 140 accts · $76K emplr
2022$4.9M · 160 accts · $174K emplr
Employer contributions to the Big Brothers Big Sisters of New York City plan · 2024
Employer contribution per active participant$582
Median for plans this size$1,313
2024$582 per active participant
2023$540 per active participant
2022$2,154 per active participant

Big Brothers Big Sisters of New York City's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
APS - PENTEGRA · Plan administrator · Recordkeeping$6,274
NATIONWIDE · Recordkeeping · Custodial (securities)$2,182
IRON-CO-FID-INDEX-COMPREHENSIVE · Investment advisory (plan)$3,122
LPL FINANCIAL LLC · Insurance broker · Investment advisory (participants)indirect 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
2024Nationwide, Pentegra
2023Nationwide, Pentegra

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

Administrative cost history3
2024$10,033 · 0.16%
2023$10,606 · 0.19%
2022$45,330 · 0.84%
Similar plansHealth Care & Social Assistance · New York
Brylin Hospitals, Inc. NY$6.6M · 0.44%
Epic Long Island, Inc. NY$6.5M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135600383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.