Plan Ledger DOL Form 5500 · updated monthly

Hockaday School Inc.403(b)

HOCKADAY SCHOOL DEFINED CONTRIBUTION PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Hockaday School Inc. reported $60,831 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,504 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 fell from 0.07% to 0.06%. 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 625th-largest of 5,688 plans among Texas employers on file, and the 497th of 3,091 in educational services. In 2024, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$106,734,437
Participants with balances654
Active participants254
Employer contributions$1,652,096
Employee contributions$1,848,699
Employer contribution per active participant$6,504
Average account balance$163,203
Benefits paid to participants$4,791,708
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$106.7M · 654 accts · $1.7M emplr
2023$96.1M · 659 accts · $1.6M emplr
2022$86.7M · 668 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,831
Total administrative$60,831
Employer contributions to the Hockaday School Inc. plan · 2024
Employer contribution per active participant$6,504
Median for plans this size$3,635
2024$6,504 per active participant
2023$6,257 per active participant
2022$5,985 per active participant

Hockaday School Inc.'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
COOK STREET CONSULTING, INC.$42,670
ARMANINO, LLP · Accounting / audit$15,666
TIAA-TEACHERS INURANCE & ANNUITY A · Insurance services$3,265

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$60,831 · 0.06%
2023$58,289 · 0.06%
2022$55,449 · 0.07%
Similar plansEducational Services · Texas
Abilene Christian University TX$163.6M · 0.21%
St. John's School TX$130.8M · 0.04%
Southwestern University TX$117.0M · 0.06%
Academic Partnerships, LLC TX$94.6M · 0.27%
St. Marks School of Texas TX$85.9M · 0.01%
The Kinkaid School, Inc. TX$83.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750800650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.