Plan Ledger DOL Form 5500 · updated monthly

Episcopal School of Dallas403(b)

EPISCOPAL SCHOOL OF DALLAS 403(B) AMENDED AND RESTATED DEFINED CONTRIBUTION PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Episcopal School of Dallas reported $191,607 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,517 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 0.292%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 849th-largest of 5,688 plans among Texas employers on file, and the 725th of 3,091 in educational services. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has grown from 199 to 227 since 2022.

Plan summary
Net assets, end of year$68,554,133
Participants with balances328
Active participants227
Employer contributions$1,025,362
Employee contributions$1,618,693
Employer contribution per active participant$4,517
Average account balance$209,007
Benefits paid to participants$3,473,948
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.6M · 328 accts · $1.0M emplr
2023$62.9M · 249 accts · $915K emplr
2022$58.1M · 282 accts · $859K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$191,607
Total administrative$191,607
Employer contributions to the Episcopal School of Dallas plan · 2024
Employer contribution per active participant$4,517
Median for plans this size$3,635
2024$4,517 per active participant
2023$8,025 per active participant
2022$4,315 per active participant

Episcopal School of Dallas's 2024 employer contribution ran above the $3,635 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 · 20244
PLAN PILOT LLC$28,077
LANE GORMAN TRUBITT LLC$12,000
PLAN PILOT, LLC$9,359
THE ALLOCATION COMPANY$5,000

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$191,607 · 0.29%
2023$184,990 · 0.31%
2022$161,527 · 0.29%
Similar plansEducational Services · Texas
St. Marks School of Texas TX$85.9M · 0.01%
The Kinkaid School, Inc. TX$83.4M · 0.09%
University of St. Thomas TX$70.6M · 0.35%
Greenhill School TX$69.3M · 0.20%
Austin College TX$65.6M · 0.23%
Letourneau University TX$58.1M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751451116 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.