Plan Ledger DOL Form 5500 · updated monthly

Methodist Theological School in Ohio403(b)

METHODIST THEOLOGICAL SCHOOL DC · DELAWARE, OH · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Methodist Theological School in Ohio reported $27,743 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $2,574 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 0.16% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,558th-largest of 3,295 plans among Ohio employers on file, and 1,777th of 3,091 in educational services. In 2024, the employer put in $1.25 for every $1.00 employees contributed themselves; active participation has shrunk from 110 to 67 since 2022.

Plan summary
Net assets, end of year$15,698,292
Participants with balances173
Active participants67
Employer contributions$172,484
Employee contributions$138,343
Employer contribution per active participant$2,574
Average account balance$90,742
Benefits paid to participants$874,795
Plan auditUnmodified (clean) audit opinion
AuditorBRADY. WARE SCHOENFELD
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 173 accts · $172K emplr
2023$14.7M · 149 accts · $184K emplr
2022$13.6M · 147 accts · $169K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,743
Total administrative$27,743
Employer contributions to the Methodist Theological School in Ohio plan · 2024
Employer contribution per active participant$2,574
Median for plans this size$2,416
2024$2,574 per active participant
2023$1,756 per active participant
2022$1,539 per active participant

Methodist Theological School in Ohio's 2024 employer contribution ran above the $2,416 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
TEACHERS INSUARNCE AND ANNUITY ASSO · Recordkeeping$9,339
PENSIONMARK FINANCIAL GROUP$13,694

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

Recordkeeper by year2
2024TEACHERS INSUARNCE AND ANNUITY ASSO
2023TEACHERS INSUARNCE AND ANNUITY ASSO

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

Administrative cost history3
2024$27,743 · 0.18%
2023$23,893 · 0.17%
2022$23,087 · 0.16%
Similar plansEducational Services · Ohio
Lake Ridge Academy OH$17.8M · 0.07%
Old Trail School OH$17.0M · 0.24%
University of Rio Grande OH$16.9M · 0.05%
Walsh Jesuit High School OH$12.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 314421101 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.