Plan Ledger DOL Form 5500 · updated monthly

National Urban LeagueProfit-sharing plan

RETIREMENT ACCUMULATION PLAN FOR EMPLOYEES OF NATIONAL URBAN LEAGUE · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.38%

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

National Urban League reported $27,460 in plan administrative expenses for 2023: 0.38% of average plan assets, below the peer median. Employer contributions averaged $5,498 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 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (3,924th of 5,648), and 1,883rd of 3,341 in other services. active participation has grown from 84 to 97 since 2022.

Plan summary
Net assets, end of year$7,897,946
Participants with balances129
Active participants97
Employer contributions$533,306
Employee contributions—
Employer contribution per active participant$5,498
Average account balance$61,224
Benefits paid to participants$219,744
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 120 accts · $5K emplr
2023$7.9M · 129 accts · $533K emplr
2022$6.6M · 125 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$27,460
Total administrative$27,460
Employer contributions to the National Urban League plan · 2023
Employer contribution per active participant$5,498
Median for plans this size$1,308
2024$55 per active participant
2023$5,498 per active participant

National Urban League's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$27,459
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$31,728 · 0.40%
2023$27,460 · 0.38%
2022$27,156 · 0.37%
Same employer
Similar plansOther Services · New York
Tropic NY$8.2M · 0.13%
Simulmedia Inc NY$8.1M · 0.05%
Crystal Run Village, Inc. NY$7.7M · 0.70%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 131840489 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.