Plan Ledger DOL Form 5500 · updated monthly

Boys & Girls Clubs of Tampa Bay, Inc.DC plan

EMPLOYEE BENEFIT PLAN OF BOYS GIRLS CLUBS OF TAMPA BAY, INC. · TAMPA, FL · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Boys & Girls Clubs of Tampa Bay, Inc. reported $533 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $670 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 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,147th of 3,644), and 10,176th of 11,911 in health care & social assistance. In 2023, the employer put in $1.81 for every $1.00 employees contributed themselves; active participation has grown from 88 to 201 since 2022.

Plan summary
Net assets, end of year$1,854,855
Participants with balances181
Active participants201
Employer contributions$134,684
Employee contributions$74,215
Employer contribution per active participant$670
Average account balance$10,248
Benefits paid to participants$173,301
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 171 accts · $156K emplr
2023$1.9M · 181 accts · $135K emplr
2022$1.5M · 192 accts · $99K emplr
Employer contributions to the Boys & Girls Clubs of Tampa Bay, Inc. plan · 2023
Employer contribution per active participant$670
Median for plans this size$1,308
2024$603 per active participant
2023$670 per active participant
2022$1,122 per active participant

Boys & Girls Clubs of Tampa Bay, Inc.'s 2023 employer contribution ran below the $1,308 median for plans its size. 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$533

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

Recordkeeper by year2
2024ADP
2023Mutual of America

This plan has changed recordkeepers within these filings. If you left Boys & Girls Clubs of Tampa Bay, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$7,077 · 0.39%
2023$533 · 0.03%
2022$1,314 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Community Supports, Inc. FL$1.9M · 0.14%
St. Mark Village, Inc. FL$1.8M · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590624368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.