Plan Ledger DOL Form 5500 · updated monthly

Human Resources Research Org.403(b)

HUMAN RESOURCES RESEARCH ORGANIZATION DEFINED CONTRIBUTION PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Human Resources Research Org. reported $1,100 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,271 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 0.000% to 0.001%. 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 307th-largest of 2,266 plans among Virginia employers on file, and the 571st of 3,091 in educational services. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 211 to 261 since 2022.

Plan summary
Net assets, end of year$91,631,909
Participants with balances462
Active participants261
Employer contributions$1,636,611
Employee contributions$2,538,890
Employer contribution per active participant$6,271
Average account balance$198,337
Benefits paid to participants$10,029,584
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$91.6M · 462 accts · $1.6M emplr
2023$85.3M · 439 accts · $1.3M emplr
2022$74.5M · 417 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$425
Total administrative$1,100
Employer contributions to the Human Resources Research Org. plan · 2024
Employer contribution per active participant$6,271
Median for plans this size$3,635
2024$6,271 per active participant
2023$5,827 per active participant
2022$5,863 per active participant

Human Resources Research Org.'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 · 20241
TIAA$1,100

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$1,100 · 0.00%
2023$350 · 0.00%
2022$200 · 0.00%
Same employer
Similar plansEducational Services · Virginia
Imagine Schools, Inc. VA$110.9M · 0.10%
Regent University VA$95.0M · 0.01%
Flint Hill School VA$82.3M · 0.05%
Woodberry Forest School VA$77.3M · 0.23%
Randolph College VA$71.0M · 0.03%
Norfolk Academy VA$61.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237029310 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.