Plan Ledger DOL Form 5500 · updated monthly

Hampden-Sydney College403(b)

HAMPDEN-SYDNEY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN · HAMPDEN SYDNEY, VA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Hampden-Sydney College reported $100,913 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $4,331 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 0.06% to 0.09%. 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 245th-largest of 2,266 plans among Virginia employers on file, and the 462nd of 3,091 in educational services. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$117,579,911
Participants with balances741
Active participants425
Employer contributions$1,840,875
Employee contributions$1,609,459
Employer contribution per active participant$4,331
Average account balance$158,677
Benefits paid to participants$10,443,497
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$117.6M · 741 accts · $1.8M emplr
2023$108.3M · 735 accts · $1.7M emplr
2022$98.2M · 720 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,913
Total administrative$100,913
Employer contributions to the Hampden-Sydney College plan · 2024
Employer contribution per active participant$4,331
Median for plans this size$3,635
2024$4,331 per active participant
2023$4,134 per active participant
2022$4,055 per active participant

Hampden-Sydney College'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 · 20243
CAPFINANCIAL PARTNERS · Other services$76,945
TIAA-CREF · Other services$48,692

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$100,913 · 0.09%
2023$81,779 · 0.08%
2022$67,896 · 0.06%
Same employer
Similar plansEducational Services · Virginia
Conservation International VA$133.2M · 0.20%
Hampton University VA$132.7M · 0.00%
The Potomac School VA$131.5M · 0.04%
Novateur Education, Inc. VA$124.1M · 0.16%
Collegiate School VA$115.5M · 0.14%
Imagine Schools, Inc. VA$110.9M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 540505906 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.