Plan Ledger DOL Form 5500 · updated monthly

Ford FoundationDC plan

FORD FOUNDATION RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Ford Foundation reported $41,659 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $35,037 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 0.008% to 0.014%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other other services employers. By assets it is the 341st-largest of 5,648 plans among New York employers on file, and the 50th of 3,341 in other services. In 2024, the employer put in $112.06 for every $1.00 employees contributed themselves; active participation has shrunk from 80 to 66 since 2022.

Plan summary
Net assets, end of year$298,370,091
Participants with balances90
Active participants66
Employer contributions$2,312,431
Employee contributions$20,636
Employer contribution per active participant$35,037
Average account balance$3,315,223
Benefits paid to participants$26,986,566
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$298.4M · 90 accts · $2.3M emplr
2023$287.2M · 126 accts · $2.3M emplr
2022$261.6M · 174 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,659
Total administrative$41,659
Employer contributions to the Ford Foundation plan · 2024
Employer contribution per active participant$35,037
Median for plans this size$4,294
2024$35,037 per active participant
2023$31,768 per active participant
2022$27,821 per active participant

Ford Foundation's 2024 employer contribution ran above the $4,294 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.

Service providers · 20243
TIAA$38,924
STRATEGIC ADVISORS INC. · Investment advisory (plan)$557

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$41,659 · 0.01%
2023$31,834 · 0.01%
2022$22,748 · 0.01%
All plans at this employer2
FORD FOUNDATION RETIREMENT PLANDefined-contribution plan
FORD FOUNDATION SAVINGS PLAN403(b)
Same employer
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Open Society Institute NY$230.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131684331 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.