Plan Ledger DOL Form 5500 · updated monthly

Museum of Science & Industry, Inc.403(b)

MUSEUM OF SCIENCE & INDUSTRY TAX-DEFERRED ANNUITY PLAN · TAMPA, FL · plan year 2022

Reported admin expense ratio · 2022
0.33%

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

Museum of Science & Industry, Inc. reported $10,164 in plan administrative expenses for 2022: 0.33% of average plan assets, below the peer median. Employer contributions averaged $1,241 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Florida (2,945th of 3,644), and 1,101st of 1,311 in arts, entertainment & recreation. In 2022, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,689,928
Participants with balances109
Active participants51
Employer contributions$63,304
Employee contributions$61,512
Employer contribution per active participant$1,241
Average account balance$24,678
Benefits paid to participants$490,138
Plan auditUnmodified (clean) audit opinion
AuditorRIVERO, GORDIMER & CO., P.A.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,164
Total administrative$10,164
Employer contributions to the Museum of Science & Industry, Inc. plan · 2022
Employer contribution per active participant$1,241
Median for plans this size$1,114

Museum of Science & Industry, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$10,164 · 0.33%
Similar plansArts, Entertainment & Recreation · Florida
Sarasota Yacht Club Inc FL$2.9M · 0.72%
Miami Beckham United, LLC FL$2.8M · 1.28%
Cmx Cinemas, LLC FL$2.5M · 0.07%
Stonebridge Country Club FL$2.3M · 0.04%
Mizner Country Club, Inc. FL$2.3M · 1.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592657399 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.