Plan Ledger DOL Form 5500 · updated monthly

Delaware Opportunities, Inc.DC plan

403(B) THRIFT PLAN OF DELAWARE OPPORTUNITIES, INC. · HAMDEN, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Delaware Opportunities, Inc. reported $4,410 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,245 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 0.03% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (3,570th of 5,648), and the 1,633rd of 3,341 in other services. In 2024, the employer put in $3.50 for every $1.00 employees contributed themselves; active participation has grown from 170 to 201 since 2022.

Plan summary
Net assets, end of year$10,305,155
Participants with balances291
Active participants201
Employer contributions$451,263
Employee contributions$128,794
Employer contribution per active participant$2,245
Average account balance$35,413
Benefits paid to participants$1,138,383
Plan auditUnmodified (clean) audit opinion
AuditorEFPR GROUP CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 291 accts · $451K emplr
2023$8.9M · 271 accts · $362K emplr
2022$8.1M · 282 accts · $356K emplr
Employer contributions to the Delaware Opportunities, Inc. plan · 2024
Employer contribution per active participant$2,245
Median for plans this size$1,313
2024$2,245 per active participant
2023$1,794 per active participant
2022$2,096 per active participant

Delaware Opportunities, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$5,429

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$4,410 · 0.05%
2023$2,176 · 0.03%
2022$2,809 · 0.03%
Same employer
Similar plansOther Services · New York
The Union League Club NY$10.6M · 0.05%
The Bridge, Inc. NY$10.2M · 0.05%
The Mind Gym USA Inc NY$10.2M · 0.19%
Field Home-Holy Comforter NY$10.1M · 0.31%
Vp Compliance Holdings, LLC NY$10.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 166063879 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.