Plan Ledger DOL Form 5500 · updated monthly

Nonprofit Finance FundDC plan

403(B) THRIFT PLAN FOR EMPLOYEES OF NONPROFIT FINANCE FUND · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Nonprofit Finance Fund reported $1,762 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,807 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 0.00% to 0.01%. 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 2,328th-largest of 5,648 plans among New York employers on file, and the 953rd of 3,341 in other services. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,760,140
Participants with balances196
Active participants109
Employer contributions$523,968
Employee contributions$824,998
Employer contribution per active participant$4,807
Average account balance$116,123
Benefits paid to participants$1,313,170
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.8M · 196 accts · $524K emplr
2023$19.7M · 226 accts · $779K emplr
2022$16.1M · 226 accts · $669K emplr
Employer contributions to the Nonprofit Finance Fund plan · 2024
Employer contribution per active participant$4,807
Median for plans this size$2,416
2024$4,807 per active participant
2023$7,869 per active participant
2022$5,621 per active participant

Nonprofit Finance Fund's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,762

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,762 · 0.01%
2023$595 · 0.00%
2022$754 · 0.00%
Same employer
Similar plansOther Services · New York
Child Mind Institute, Inc. NY$24.2M · 0.43%
Cooke School and Institute NY$24.0M · 0.42%
Genserve Inc. NY$21.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133238657 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.