Plan Ledger DOL Form 5500 · updated monthly

Muscular Dystrophy Association, Inc.403(b)

MUSCULAR DYSTROPHY ASSOCIATION, INC. SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Muscular Dystrophy Association, Inc. reported $88,866 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,493 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 0.37% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,556th-largest of 3,702 plans among Illinois employers on file, and the 930th of 3,341 in other services. In 2024, employees put in $3.20 for every $1.00 the employer contributed; active participation has grown from 210 to 287 since 2022.

Plan summary
Net assets, end of year$23,268,443
Participants with balances518
Active participants287
Employer contributions$428,412
Employee contributions$1,370,161
Employer contribution per active participant$1,493
Average account balance$44,920
Benefits paid to participants$1,663,488
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.3M · 518 accts · $428K emplr
2023$20.0M · 588 accts · $412K emplr
2022$16.5M · 660 accts · $399K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,509
Investment management$51,357
Total administrative$88,866
Employer contributions to the Muscular Dystrophy Association, Inc. plan · 2024
Employer contribution per active participant$1,493
Median for plans this size$2,416
2024$1,493 per active participant
2023$1,862 per active participant
2022$1,902 per active participant

Muscular Dystrophy Association, Inc.'s 2024 employer contribution ran below 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$37,509
MERRILL LYNCH, PIERCE, FENNER & SMI · Investment advisory (plan)$51,357

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$88,866 · 0.41%
2023$89,303 · 0.49%
2022$67,093 · 0.37%
Same employer
Similar plansOther Services · Illinois
The Chicago Community Trust IL$24.8M · 0.01%
Evans Scholars Foundation IL$24.1M · 0.03%
Trinity Services Inc. IL$23.6M · 0.04%
Harting, Inc. IL$22.3M · 0.40%
Million Dollar Round Table IL$22.2M · 0.36%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 131665552 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.