Plan Ledger DOL Form 5500 · updated monthly

Institute of International Education, Inc.403(b)

INSTITUTE OF INTERNATIONAL EDUCATION 403(B) RETIREMENT PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.08%

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

Institute of International Education, Inc. reported $124,124 in plan administrative expenses for 2025: 0.08% of average plan assets, below the peer median. Employer contributions averaged $8,611 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 4 years on file its reported administrative ratio has held roughly steady near 0.080%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other educational services employers. By assets it is the 556th-largest of 5,648 plans among New York employers on file, and the 333rd of 3,091 in educational services. In 2025, the employer put in $1.35 for every $1.00 employees contributed themselves; active participation has shrunk from 522 to 460 since 2022.

Plan summary
Net assets, end of year$165,071,110
Participants with balances1,365
Active participants460
Employer contributions$3,960,844
Employee contributions$2,923,873
Employer contribution per active participant$8,611
Average account balance$120,931
Benefits paid to participants$11,985,347
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$165.1M · 1,365 accts · $4.0M emplr
2024$145.1M · 1,417 accts · $4.3M emplr
2023$123.2M · 1,429 accts · $3.8M emplr
2022$100.4M · 1,393 accts · $3.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$124,124
Total administrative$124,124
Employer contributions to the Institute of International Education, Inc. plan · 2025
Employer contribution per active participant$8,611
Median for plans this size$4,093
2025$8,611 per active participant
2024$7,708 per active participant
2023$6,737 per active participant
2022$6,556 per active participant

Institute of International Education, Inc.'s 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$90
FIDELITY INVESTMENT INSTITUTIONAL · Loan processing$124,124

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

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023Transamerica

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

Administrative cost history4
2025$124,124 · 0.08%
2024$127,849 · 0.10%
2023$85,137 · 0.08%
2022$90,984 · 0.08%
Same employer
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Brooklyn Law School NY$191.6M · 0.10%
Niagara Univeristy NY$181.3M · 0.05%
The Juilliard School NY$179.7M · 0.12%
New York Law School NY$164.9M · 0.07%
Nazareth University NY$163.3M · 0.07%
Ithaka Harbors, Inc. NY$161.1M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131624046 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.