Plan Ledger DOL Form 5500 · updated monthly

Msci Inc.401(k)

MSCI INC. 401(K) RETIREMENT SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Msci Inc. reported $3,124 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,268 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 has held roughly steady near 0.001%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 251st-largest of 5,648 plans among New York employers on file, and the 342nd of 4,798 in finance & insurance. In 2024, employees put in $1.01 for every $1.00 the employer contributed; active participation has grown from 906 to 1,191 since 2022.

Plan summary
Net assets, end of year$430,132,057
Participants with balances1,659
Active participants1,191
Employer contributions$16,993,543
Employee contributions$17,120,847
Employer contribution per active participant$14,268
Average account balance$259,272
Benefits paid to participants$28,056,892
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$430.1M · 1,659 accts · $17.0M emplr
2023$364.3M · 1,679 accts · $12.6M emplr
2022$301.6M · 1,527 accts · $12.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,124
Total administrative$3,124
The Msci Inc. 401(k) match · 2024
Employer contribution per active participant$14,268
Median for plans this size$4,294
2024$14,268 per active participant
2023$11,501 per active participant
2022$13,678 per active participant

Msci Inc.'s 2024 employer contribution ran above the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$3,124

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$3,124 · 0.00%
2023$2,537 · 0.00%
2022$2,668 · 0.00%
All plans at this employer2
MSCI INC. 401(K) RETIREMENT SAVINGS PLAN401(k)
BURGISS 401(K) PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 134038723 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.