Plan Ledger DOL Form 5500 · updated monthly

New York State Bar Association401(k)

NEW YORK STATE BAR ASSOCIATION 401(K) PROFIT SHARING PLAN · ALBANY, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

New York State Bar Association reported $4,138 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,993 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 0.032% to 0.025%. 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 2,709th-largest of 5,648 plans among New York employers on file, and the 1,150th of 3,341 in other services. In 2024, employees put in $1.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,634,952
Participants with balances105
Active participants83
Employer contributions$331,428
Employee contributions$396,936
Employer contribution per active participant$3,993
Average account balance$167,952
Benefits paid to participants$620,655
Plan auditUnmodified (clean) audit opinion
AuditorBST & CO. CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.6M · 105 accts · $331K emplr
2023$14.8M · 111 accts · $326K emplr
2022$12.0M · 111 accts · $296K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,138
Total administrative$4,138
The New York State Bar Association 401(k) match · 2024
Employer contribution per active participant$3,993
Median for plans this size$2,416
2024$3,993 per active participant
2023$3,981 per active participant
2022$3,604 per active participant

New York State Bar Association's 2024 employer contribution ran above 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.

Administrative cost history3
2024$4,138 · 0.03%
2023$3,528 · 0.03%
2022$4,328 · 0.03%
Same employer
Similar plansOther Services · New York
Rainforest Alliance Inc NY$18.6M · 0.14%
Center for Alternative NY$18.6M · 0.81%
Uctie International Union NY$17.6M · 2.57%
Bestpass Inc NY$17.4M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 140923640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.