Plan Ledger DOL Form 5500 · updated monthly

Marymount High School403(b)

MARYMOUNT HIGH SCHOOL DEFINED CONTRIBUTION PLAN · LOG ANGELES, CA · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Marymount High School reported $577 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,330 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 0.01% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (5,645th of 9,483), and 2,166th of 3,091 in educational services.

Plan summary
Net assets, end of year$9,372,293
Participants with balances137
Active participants57
Employer contributions$360,805
Employee contributions—
Employer contribution per active participant$6,330
Average account balance$68,411
Benefits paid to participants$217,430
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 141 accts · $386K emplr
2023$9.4M · 137 accts · $361K emplr
2022$8.0M · 129 accts · $307K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$465
Audit (IQPA)$112
Total administrative$577
Employer contributions to the Marymount High School plan · 2023
Employer contribution per active participant$6,330
Median for plans this size$1,308
2024$5,933 per active participant
2023$6,330 per active participant
2022$5,392 per active participant

Marymount High School's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

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$8,081 · 0.09%
2023$577 · 0.01%
2022$406 · 0.01%
Similar plansEducational Services · California
Gradient Learning CA$9.7M · 0.01%
Stanbridge University CA$9.6M · 0.89%
Gindi Maimonides Academy CA$9.6M · 0.00%
Summer Search Foundation CA$9.1M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954273507 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.