Plan Ledger DOL Form 5500 · updated monthly

Charles Wright Academy403(b)

CHARLES WRIGHT ACADEMY 403(B) RETIREMENT PLAN · TACOMA, WA · plan year 2025

Reported admin expense ratio · 2025
0.00%

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

Charles Wright Academy reported $75 in plan administrative expenses for 2025: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,688 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 3 years on file its reported administrative ratio fell from 0.14% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 407th-largest of 1,714 plans among Washington employers on file, and the 1,038th of 3,091 in educational services. In 2025, employees put in $1.33 for every $1.00 the employer contributed; active participation has grown from 113 to 163 since 2022.

Plan summary
Net assets, end of year$42,332,714
Participants with balances391
Active participants163
Employer contributions$438,193
Employee contributions$581,835
Employer contribution per active participant$2,688
Average account balance$108,268
Benefits paid to participants$3,785,552
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$42.3M · 391 accts · $438K emplr
2024$38.5M · 389 accts · $403K emplr
2023$37.8M · 364 accts · $414K emplr
2022$34.7M · 373 accts · $453K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$75
Total administrative$75
Employer contributions to the Charles Wright Academy plan · 2025
Employer contribution per active participant$2,688
Median for plans this size$2,666
2025$2,688 per active participant
2024$2,650 per active participant
2023$3,569 per active participant
2022$4,011 per active participant

Charles Wright Academy's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
TIAA · Recordkeeping · Pension consulting$75

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

Recordkeeper by year2
2025TIAA
2024TIAA

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

Administrative cost history4
2025$75 · 0.00%
2024$275 · 0.00%
2023$24,163 · 0.07%
2022$53,643 · 0.14%
Same employer
Similar plansEducational Services · Washington
The Bush School WA$49.7M · 0.15%
Bastyr University WA$45.5M · 0.11%
The Overlake School WA$45.0M · 0.08%
Saint Martins University WA$33.6M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910673111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.