Plan Ledger DOL Form 5500 · updated monthly

Fund for Public Health in NewDC plan

403(B) THRIFT PLAN OF FUND FOR PUBLIC HEALTH IN NEW YORK, INC. · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.04%

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

Fund for Public Health in New reported $10,016 in plan administrative expenses for 2025: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,244 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 rose from 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 1,995th-largest of 5,648 plans among New York employers on file, and the 746th of 3,341 in other services. In 2025, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,164,739
Participants with balances846
Active participants359
Employer contributions$1,523,709
Employee contributions$1,637,472
Employer contribution per active participant$4,244
Average account balance$34,474
Benefits paid to participants$2,502,513
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$29.2M · 846 accts · $1.5M emplr
2024$24.4M · 834 accts · $1.4M emplr
2023$20.2M · 780 accts · $1.0M emplr
2022$16.0M · 755 accts · $853K emplr
Employer contributions to the Fund for Public Health in New plan · 2025
Employer contribution per active participant$4,244
Median for plans this size$2,666
2025$4,244 per active participant
2024$3,186 per active participant
2023$2,559 per active participant
2022$2,344 per active participant

Fund for Public Health in New's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$9,774

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

Recordkeeper by year3
2025Mutual of America
2024Mutual of America
2023Mutual of America

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

Administrative cost history4
2025$10,016 · 0.04%
2024$7,625 · 0.03%
2023$2,417 · 0.01%
2022$4,764 · 0.03%
Same employer
Similar plansOther Services · New York
Armada Parent, Inc NY$28.9M · 0.53%
Fos Feminista NY$27.4M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050539199 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.