Plan Ledger DOL Form 5500 · updated monthly

National Jewish Health403(b)

403 (B) RETIREMENT PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

National Jewish Health reported $137,581 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,948 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 0.09% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 51st-largest of 1,461 plans among Colorado employers on file, and the 428th of 11,911 in health care & social assistance. In 2024, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$355,940,708
Participants with balances3,907
Active participants2,379
Employer contributions$7,013,653
Employee contributions$10,362,995
Employer contribution per active participant$2,948
Average account balance$91,103
Benefits paid to participants$38,565,267
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$355.9M · 3,907 accts · $7.0M emplr
2023$331.5M · 3,851 accts · $6.7M emplr
2022$294.8M · 3,791 accts · $6.8M emplr
Administrative expenses, itemized · 2024
Trustee / custodial$137,581
Total administrative$137,581
Employer contributions to the National Jewish Health plan · 2024
Employer contribution per active participant$2,948
Median for plans this size$4,294
2024$2,948 per active participant
2023$2,841 per active participant
2022$2,843 per active participant

National Jewish Health's 2024 employer contribution ran below the $4,294 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 · 20245
FIDELITY INVSTMT INST. OPS. CO. LLC · Loan processing$105,594
SYNTRINSIC, LLC · Investment advisory (plan)$75,370
SYNTRINSIC, LLC$22,457
VARIABLE ANNUITY LIFE INSURANCE CO · Investment advisory (participants) · Other services$431

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

Administrative cost history3
2024$137,581 · 0.04%
2023$172,481 · 0.06%
2022$282,130 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Carepoint Health, LLC CO$372.1M · 0.13%
Boulder Community Health CO$244.1M · 0.18%
Vail Health Hospital CO$189.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742044647 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.