Plan Ledger DOL Form 5500 · updated monthly

Cazenovia College403(b)

CAZENOVIA COLLEGE 403(B) RETIREMENT PLAN · CAZENOVIA, NY · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Cazenovia College reported $14,191 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $971 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other educational services employers. By assets it is the 1,726th-largest of 5,648 plans among New York employers on file, and the 1,146th of 3,091 in educational services. In 2022, employees put in $2.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,242,488
Participants with balances598
Active participants200
Employer contributions$194,129
Employee contributions$496,071
Employer contribution per active participant$971
Average account balance$60,606
Benefits paid to participants$3,344,358
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023— · $125K emplr
2022$36.2M · 598 accts · $194K emplr
Employer contributions to the Cazenovia College plan · 2022
Employer contribution per active participant$971
Median for plans this size$2,266

Cazenovia College's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$14,191 · 0.04%
Similar plansEducational Services · New York
Advantage Testing, Inc. NY$37.6M · 0.01%
The Albany Academies NY$37.0M · 0.12%
Hilbert College NY$36.0M · 0.14%
The Harley School NY$35.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 150543658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.