Plan Ledger DOL Form 5500 · updated monthly

Occidental College403(b)

OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Occidental College reported $163,357 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $6,869 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 3 years on file its reported administrative ratio has held roughly steady near 0.053%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 384th-largest of 9,483 plans among California employers on file, and the 183rd of 3,091 in educational services. In 2024, the employer put in $1.37 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$320,781,799
Participants with balances1,807
Active participants734
Employer contributions$5,041,820
Employee contributions$3,676,398
Employer contribution per active participant$6,869
Average account balance$177,522
Benefits paid to participants$16,763,759
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$320.8M · 1,807 accts · $5.0M emplr
2023$291.4M · 1,767 accts · $4.9M emplr
2022$255.6M · 1,850 accts · $4.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$128,357
Investment management$35,000
Total administrative$163,357
Employer contributions to the Occidental College plan · 2024
Employer contribution per active participant$6,869
Median for plans this size$4,294
2024$6,869 per active participant
2023$4,484 per active participant
2022$6,557 per active participant

Occidental College's 2024 employer contribution ran above 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 · 20242
TIAA · Recordkeeping · Pension consulting$128,357
BENEFIT FINANCIAL SERVICES GROUP · Investment management$35,000

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$163,357 · 0.05%
2023$166,587 · 0.06%
2022$150,124 · 0.05%
Same employer
Similar plansEducational Services · California
University of San Francisco CA$468.2M · 0.05%
Pomona College CA$380.0M · 0.03%
National University CA$319.3M · 0.10%
Azusa Pacific University CA$313.9M · 0.09%
Chapman University CA$303.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951667177 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.