Plan Ledger DOL Form 5500 · updated monthly

College BoardProfit-sharing plan

COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.01%

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

College Board reported $50,907 in plan administrative expenses for 2025: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $21,827 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 0.013% to 0.008%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other educational services employers. By assets it is the 175th-largest of 5,648 plans among New York employers on file, and the 77th of 3,091 in educational services. active participation has shrunk from 808 to 600 since 2022.

Plan summary
Net assets, end of year$665,537,460
Participants with balances2,294
Active participants600
Employer contributions$13,095,903
Employee contributions—
Employer contribution per active participant$21,827
Average account balance$290,121
Benefits paid to participants$36,208,765
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$665.5M · 2,294 accts · $13.1M emplr
2024$599.0M · 2,369 accts · $14.2M emplr
2023$541.0M · 2,559 accts · $14.9M emplr
2022$474.1M · 2,656 accts · $15.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$50,907
Total administrative$50,907
Employer contributions to the College Board plan · 2025
Employer contribution per active participant$21,827
Median for plans this size$4,295
2025$21,827 per active participant
2024$20,980 per active participant
2023$19,629 per active participant
2022$18,662 per active participant

College Board's 2025 employer contribution ran above the $4,295 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
O'CONNOR DAVIES, LLP$28,488
CAPTRUST$22,418

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

Administrative cost history4
2025$50,907 · 0.01%
2024$69,236 · 0.01%
2023$15,840 · 0.00%
2022$67,550 · 0.01%
All plans at this employer3
COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLANProfit-sharing plan
COLLEGE ENTRANCE EXAMINATION BOARD TAX-DEFERRED ANNUITY PLAN403(b)
COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN FOR PUERTO RICO EMPLOYEES401(k)
Same employer
Similar plansEducational Services · New York
The Rockefeller University NY$839.4M · 0.01%
Yeshiva University NY$734.3M · 0.05%
New York Medical College NY$719.8M · 0.04%
The New School NY$669.7M · 0.09%
Ithaca College NY$635.3M · 0.08%
Colgate University NY$567.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131623965 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.