Plan Ledger DOL Form 5500 · updated monthly

National Bureau of Economic Research, Inc.DC plan

NATIONAL BUREAU OF ECONOMIC RESEARCH MONEY PURCHASE PENSION PLAN · CAMBRIDGE, MA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

National Bureau of Economic Research, Inc. reported $19,881 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,116 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 fell from 0.020% to 0.017%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 372nd-largest of 2,726 plans among Massachusetts employers on file, and the 1,236th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$124,397,683
Participants with balances1,081
Active participants666
Employer contributions$2,075,057
Employee contributions—
Employer contribution per active participant$3,116
Average account balance$115,076
Benefits paid to participants$5,216,045
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$124.4M · 1,081 accts · $2.1M emplr
2023$114.0M · 1,053 accts · $1.9M emplr
2022$98.2M · 1,047 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,881
Total administrative$19,881
Employer contributions to the National Bureau of Economic Research, Inc. plan · 2024
Employer contribution per active participant$3,116
Median for plans this size$3,635
2024$3,116 per active participant
2023$3,016 per active participant
2022$3,379 per active participant

National Bureau of Economic Research, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping$19,331

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

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

Administrative cost history3
2024$19,881 · 0.02%
2023$19,230 · 0.02%
2022$18,919 · 0.02%
All plans at this employer2
NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEFERRED ANNUITY PLAN403(b)
NATIONAL BUREAU OF ECONOMIC RESEARCH MONEY PURCHASE PENSION PLANDefined-contribution plan
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Healthedge Software, Inc MA$121.1M · 0.55%
Jenzabar, Inc. MA$120.0M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131641075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.