Plan Ledger DOL Form 5500 · updated monthly

Dollar Energy Fund, Inc.403(b)

DOLLAR ENERGY FUND, INC. 403(B) PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Dollar Energy Fund, Inc. reported $2,140 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,750 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 has held roughly steady near 0.033%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,638th of 3,651), and 6,839th of 11,911 in health care & social assistance. In 2024, employees put in $1.03 for every $1.00 the employer contributed; active participation has grown from 105 to 119 since 2022.

Plan summary
Net assets, end of year$7,071,412
Participants with balances140
Active participants119
Employer contributions$327,257
Employee contributions$338,226
Employer contribution per active participant$2,750
Average account balance$50,510
Benefits paid to participants$428,265
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 140 accts · $327K emplr
2023$5.9M · 132 accts · $300K emplr
2022$5.0M · 128 accts · $276K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,140
Total administrative$2,140
Employer contributions to the Dollar Energy Fund, Inc. plan · 2024
Employer contribution per active participant$2,750
Median for plans this size$1,313
2024$2,750 per active participant
2023$2,752 per active participant
2022$2,630 per active participant

Dollar Energy Fund, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$2,140 · 0.03%
2023$2,485 · 0.05%
2022$1,890 · 0.03%
Similar plansHealth Care & Social Assistance · Pennsylvania
Community Guidance Center PA$7.1M · 0.41%
Ifc Services, Inc. PA$7.1M · 0.15%
Lancaster Ems PA$7.1M · 0.71%
G M Leader Corporation PA$6.9M · 1.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251442933 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.