Plan Ledger DOL Form 5500 · updated monthly

Lebanon Valley College403(b)

LEBANON VALLEY COLLEGE DEFINED CONTRIBUTION PLAN · ANNVILLE, PA · plan year 2025

Reported admin expense ratio · 2025
0.05%

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

Lebanon Valley College reported $61,385 in plan administrative expenses for 2025: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,768 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 3 years on file its reported administrative ratio rose from 0.04% to 0.05%. 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 382nd-largest of 3,651 plans among Pennsylvania employers on file, and the 404th of 3,091 in educational services. In 2025, the employer put in $1.05 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$135,993,695
Participants with balances855
Active participants379
Employer contributions$2,186,040
Employee contributions$2,088,021
Employer contribution per active participant$5,768
Average account balance$159,057
Benefits paid to participants$6,245,075
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$136.0M · 855 accts · $2.2M emplr
2024$120.2M · 837 accts · $2.0M emplr
2023$112.7M · 832 accts · $2.0M emplr
2022$100.2M · 817 accts · $1.9M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$61,385
Total administrative$61,385
Employer contributions to the Lebanon Valley College plan · 2025
Employer contribution per active participant$5,768
Median for plans this size$4,093
2025$5,768 per active participant
2024$5,667 per active participant
2023$5,695 per active participant
2022$5,343 per active participant

Lebanon Valley College's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
TIAA · Plan administrator$61,462

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

Administrative cost history4
2025$61,385 · 0.05%
2024$51,821 · 0.04%
2023$41,970 · 0.04%
2022$37,887 · 0.04%
Same employer
Similar plansEducational Services · Pennsylvania
Kings College PA$144.2M · 0.05%
Dickinson College PA$142.6M · 0.06%
Juniata College PA$138.0M · 0.09%
Saint Francis University PA$127.9M · 0.42%
Albright College PA$120.5M · 0.03%
McKissock LLC PA$120.3M · 0.11%
Point Park University PA$115.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.