Plan Ledger DOL Form 5500 · updated monthly

International Rescue Committee403(b)

IRC 403(B) RETIREMENT SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

International Rescue Committee reported $444,002 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $5,307 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 0.17% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 385th-largest of 5,648 plans among New York employers on file, and the 64th of 3,341 in other services. In 2024, the employer put in $1.02 for every $1.00 employees contributed themselves; active participation has grown from 3,005 to 3,571 since 2022.

Plan summary
Net assets, end of year$253,177,185
Participants with balances4,956
Active participants3,571
Employer contributions$18,952,706
Employee contributions$18,575,082
Employer contribution per active participant$5,307
Average account balance$51,085
Benefits paid to participants$23,439,509
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$253.2M · 4,956 accts · $19.0M emplr
2023$207.6M · 5,076 accts · $17.8M emplr
2022$157.0M · 4,158 accts · $12.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$248,829
Investment management$108,796
Total administrative$444,002
Employer contributions to the International Rescue Committee plan · 2024
Employer contribution per active participant$5,307
Median for plans this size$3,635
2024$5,307 per active participant
2023$4,950 per active participant
2022$4,142 per active participant

International Rescue Committee'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 · 20244
ROCATON INVESTMENT ADVISORS LLC · Investment advisory (plan)$72,694
PKF O'CONNOR DAVIES LLP · Investment advisory (plan)$24,250
ADVISED ASSETS GROUP, LLC · Investment management$11,852

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$444,002 · 0.19%
2023$331,985 · 0.18%
2022$277,057 · 0.17%
Same employer
Similar plansOther Services · New York
Ford Foundation NY$298.4M · 0.01%
Open Society Institute NY$230.0M · 0.03%
Ww International, Inc. NY$201.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135660870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.