Plan Ledger DOL Form 5500 · updated monthly

Cleveland Museum of Natural HistoryProfit-sharing plan

CLEVELAND MUSEUM OF NATURAL HISTORY DC RETIREMENT PLAN · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Cleveland Museum of Natural History reported $44,704 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,134 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 0.23% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,426th-largest of 3,295 plans among Ohio employers on file, and the 451st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.29 for every $1.00 the employer contributed; active participation has grown from 110 to 210 since 2022.

Plan summary
Net assets, end of year$18,119,490
Participants with balances468
Active participants210
Employer contributions$448,215
Employee contributions$577,040
Employer contribution per active participant$2,134
Average account balance$38,717
Benefits paid to participants$832,540
Plan auditUnmodified (clean) audit opinion
AuditorMALONEY + NOVOTNY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 468 accts · $448K emplr
2023$16.0M · 448 accts · $395K emplr
2022$14.7M · 450 accts · $341K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,704
Total administrative$44,704
Employer contributions to the Cleveland Museum of Natural History plan · 2024
Employer contribution per active participant$2,134
Median for plans this size$2,416
2024$2,134 per active participant
2023$2,024 per active participant
2022$3,098 per active participant

Cleveland Museum of Natural History's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TIAA · Investment management$25,967
GLOBAL RETIREMENT PARTNERS · Investment management$20,288

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

Administrative cost history3
2024$44,704 · 0.26%
2023$36,999 · 0.24%
2022$35,994 · 0.23%
Similar plansArts, Entertainment & Recreation · Ohio
Playhouse Square Foundation OH$24.6M · 0.00%
New Albany Company OH$19.6M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340714338 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.