Plan Ledger DOL Form 5500 · updated monthly

Judson403(b)

JUDSON NON-UNION 403(B) PLAN · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Judson reported $8,522 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $530 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.

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 among the smaller plans on file in Ohio (1,934th of 3,295), and the 5,512th of 11,911 in health care & social assistance. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,681,062
Participants with balances492
Active participants378
Employer contributions$200,274
Employee contributions$343,143
Employer contribution per active participant$530
Average account balance$21,709
Benefits paid to participants$705,496
Plan auditUnmodified (clean) audit opinion
AuditorCITRIN COOPERMAN & CO LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,372
Investment management$6,150
Total administrative$8,522
Employer contributions to the Judson plan · 2024
Employer contribution per active participant$530
Median for plans this size$2,416

Judson'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
MORGAN STANLEY · Investment advisory (plan)$6,150

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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Administrative cost history1
2024$8,522 · 0.08%
All plans at this employer2
JUDSON 403(B) PLAN403(b)
JUDSON NON-UNION 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Child Focus, Inc. OH$10.7M · 0.81%
Positive Education Program OH$10.1M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340714539 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.