Plan Ledger DOL Form 5500 · updated monthly

Mount Aloysius College403(b)

MOUNT ALOYSIUS COLLEGE CONSOLIDATED RETIREMENT PLA · CRESSON, PA · plan year 2025

Reported admin expense ratio · 2025
0.20%

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

Mount Aloysius College reported $89,079 in plan administrative expenses for 2025: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,217 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 0.07% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 833rd-largest of 3,651 plans among Pennsylvania employers on file, and the 958th of 3,091 in educational services. In 2025, employees put in $1.40 for every $1.00 the employer contributed; active participation has grown from 157 to 174 since 2022.

Plan summary
Net assets, end of year$47,052,976
Participants with balances411
Active participants174
Employer contributions$559,752
Employee contributions$782,768
Employer contribution per active participant$3,217
Average account balance$114,484
Benefits paid to participants$1,521,793
Plan auditUnmodified (clean) audit opinion
AuditorYOUNG OAKES BROWN & CO PC
Plan history4
Yearassets · accounts · employer contribution
2025$47.1M · 411 accts · $560K emplr
2024$41.7M · 409 accts · $519K emplr
2023$38.7M · 407 accts · $469K emplr
2022$34.6M · 412 accts · $444K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$89,079
Total administrative$89,079
Employer contributions to the Mount Aloysius College plan · 2025
Employer contribution per active participant$3,217
Median for plans this size$2,666
2025$3,217 per active participant
2024$3,087 per active participant
2023$2,912 per active participant
2022$2,830 per active participant

Mount Aloysius College'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.

Administrative cost history4
2025$89,079 · 0.20%
2024$44,129 · 0.11%
2023$28,582 · 0.08%
2022$26,317 · 0.07%
Same employer
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Pf I Carrus Services, LLC PA$52.1M · 0.28%
Wyoming Seminary PA$50.7M · 0.16%
Penn Foster, Inc. PA$48.8M · 0.33%
Moravian Academy PA$46.3M · 0.13%
Friends Select School PA$42.6M · 0.32%
The Baldwin School PA$42.0M · 0.24%
Immaculata University PA$41.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251114320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.