Plan Ledger DOL Form 5500 · updated monthly

Margaret Woodbury Strong Museum403(b)

MARGARET WOODBURY STRONG MUSEUM 403(B) DC PLAN · ROCHESTER, NY · plan year 2025

Reported admin expense ratio · 2025
0.26%

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

Margaret Woodbury Strong Museum reported $67,086 in plan administrative expenses for 2025: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,669 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 0.16% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 2,135th-largest of 5,648 plans among New York employers on file, and the 351st of 1,311 in arts, entertainment & recreation. In 2025, employees put in $1.01 for every $1.00 the employer contributed; active participation has grown from 119 to 190 since 2022.

Plan summary
Net assets, end of year$26,220,184
Participants with balances447
Active participants190
Employer contributions$507,056
Employee contributions$514,369
Employer contribution per active participant$2,669
Average account balance$58,658
Benefits paid to participants$2,416,888
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$26.2M · 447 accts · $507K emplr
2024$24.4M · 447 accts · $514K emplr
2023$22.5M · 416 accts · $452K emplr
2022$19.8M · 387 accts · $383K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$67,086
Total administrative$67,086
Employer contributions to the Margaret Woodbury Strong Museum plan · 2025
Employer contribution per active participant$2,669
Median for plans this size$2,666
2025$2,669 per active participant
2024$2,423 per active participant
2023$1,981 per active participant
2022$3,215 per active participant

Margaret Woodbury Strong Museum's 2025 employer contribution ran above the $2,666 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 · 20252
WEALTH ENHANCEMENT ADVISORY SERVICE$40,654
TIAA$27,772

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$67,086 · 0.26%
2024$48,478 · 0.21%
2023$43,269 · 0.20%
2022$33,361 · 0.16%
Same employer
Similar plansArts, Entertainment & Recreation · New York
New York Road Runners, Inc. NY$27.6M · 0.01%
Chelsea Piers L.P. NY$25.4M · 0.06%
Win-Sum Ski Corp. NY$24.6M · 0.05%
Capital Region Gaming, LLC NY$23.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160954168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.