Plan Ledger DOL Form 5500 · updated monthly

Intrepid Museum Foundation403(b)

INTREPID MUSEUM FOUNDATION 403(B) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Intrepid Museum Foundation reported $3,185 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $363 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 0.04% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in New York (3,260th of 5,648), and the 591st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $5.64 for every $1.00 the employer contributed; active participation has grown from 280 to 398 since 2022.

Plan summary
Net assets, end of year$12,470,612
Participants with balances190
Active participants398
Employer contributions$144,421
Employee contributions$814,176
Employer contribution per active participant$363
Average account balance$65,635
Benefits paid to participants$883,089
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 190 accts · $144K emplr
2023$11.0M · 189 accts · $130K emplr
2022$8.8M · 179 accts · $117K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,185
Total administrative$3,185
Employer contributions to the Intrepid Museum Foundation plan · 2024
Employer contribution per active participant$363
Median for plans this size$2,416
2024$363 per active participant
2023$395 per active participant
2022$417 per active participant

Intrepid Museum 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$2,700

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$3,185 · 0.03%
2023$1,610 · 0.02%
2022$3,611 · 0.04%
Same employer
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Westchester Country Club NY$13.1M · 0.02%
Neue Galerie New York NY$12.9M · 0.47%
Better Collective USA, Inc. NY$12.1M · 0.49%
Tr Apparel, LLC NY$11.1M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133062419 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.