Plan Ledger DOL Form 5500 · updated monthly

Lycoming College403(b)

LYCOMING COLLEGE RETIREMENT PLAN · WILLIAMSPORT, PA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Lycoming College reported $153,319 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $4,007 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 0.12% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 481st-largest of 3,651 plans among Pennsylvania employers on file, and the 543rd of 3,091 in educational services. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$97,601,922
Participants with balances892
Active participants347
Employer contributions$1,390,401
Employee contributions$1,291,445
Employer contribution per active participant$4,007
Average account balance$109,419
Benefits paid to participants$5,512,017
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$97.6M · 892 accts · $1.4M emplr
2023$76.5M · 862 accts · $1.4M emplr
2022$69.5M · 842 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$153,319
Total administrative$153,319
Employer contributions to the Lycoming College plan · 2024
Employer contribution per active participant$4,007
Median for plans this size$3,635
2024$4,007 per active participant
2023$4,270 per active participant
2022$4,107 per active participant

Lycoming College'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 · 20243
NEW ENGLAND RETIREMENT CONSULTANTS,$33,000
PENTEGRA SERVICES, INC. · Plan administrator · Pension consulting$32,825

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$153,319 · 0.18%
2023$102,268 · 0.14%
2022$89,518 · 0.12%
Same employer
Similar plansEducational Services · Pennsylvania
Point Park University PA$115.5M · 0.06%
Germantown Academy PA$101.9M · 0.06%
The Haverford School PA$101.5M · 0.15%
Chatham University PA$97.0M · 0.04%
Desales University PA$94.7M · 0.00%
Delaware Valley University PA$93.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 240795965 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.