Plan Ledger DOL Form 5500 · updated monthly

Loyola University Maryland403(b)

LOYOLA UNIVERSITY MARYLAND RETIREMENT PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Loyola University Maryland reported $218,028 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $3,051 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 has held roughly steady near 0.051%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 45th-largest of 1,671 plans among Maryland employers on file, and the 127th of 3,091 in educational services. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves; active participation has grown from 1,469 to 2,148 since 2022.

Plan summary
Net assets, end of year$441,414,595
Participants with balances2,503
Active participants2,148
Employer contributions$6,554,613
Employee contributions$5,533,350
Employer contribution per active participant$3,051
Average account balance$176,354
Benefits paid to participants$26,550,719
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$441.4M · 2,503 accts · $6.6M emplr
2023$406.2M · 2,401 accts · $6.2M emplr
2022$362.5M · 2,389 accts · $5.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$136,778
Investment management$81,250
Total administrative$218,028
Employer contributions to the Loyola University Maryland plan · 2024
Employer contribution per active participant$3,051
Median for plans this size$4,294
2024$3,051 per active participant
2023$3,919 per active participant
2022$4,002 per active participant

Loyola University Maryland's 2024 employer contribution ran below the $4,294 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 · 20242
TIAA · Recordkeeping · Pension consulting$136,778
SAGEVIEW ADVISORY GROUP, LLC · Investment management$81,250

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$218,028 · 0.05%
2023$183,279 · 0.05%
2022$208,267 · 0.05%
Same employer
Similar plansEducational Services · Maryland
Touro University NY$458.1M · 0.06%
University of Hartford CT$457.5M · 0.04%
Barnard College NY$441.2M · 0.06%
The University of Tulsa OK$427.4M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 520591623 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.