Plan Ledger DOL Form 5500 · updated monthly

Inglis Foundation403(b)

INGLIS FOUNDATION 403(B) RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Inglis Foundation reported $72,550 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $826 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 0.29% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,354th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,176th of 11,911 in health care & social assistance. In 2024, employees put in $3.11 for every $1.00 the employer contributed; active participation has grown from 428 to 539 since 2022.

Plan summary
Net assets, end of year$24,752,118
Participants with balances762
Active participants539
Employer contributions$445,345
Employee contributions$1,387,234
Employer contribution per active participant$826
Average account balance$32,483
Benefits paid to participants$2,041,507
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.8M · 762 accts · $445K emplr
2023$22.2M · 776 accts · $390K emplr
2022$19.0M · 723 accts · $374K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,550
Total administrative$72,550
Employer contributions to the Inglis Foundation plan · 2024
Employer contribution per active participant$826
Median for plans this size$2,416
2024$826 per active participant
2023$700 per active participant
2022$874 per active participant

Inglis Foundation's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
LINCOLN NATIONAL LIFE INSURANCE CO · Contract administrator$72,550

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$72,550 · 0.31%
2023$60,568 · 0.29%
2022$53,688 · 0.29%
Similar plansHealth Care & Social Assistance · Pennsylvania
Lifepath, Inc. PA$25.4M · 0.42%
Horizon House, Inc. PA$24.8M · 0.24%
The Mennonite Home PA$24.5M · 0.32%
Pma Medical Specialists PA$24.4M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232326553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.