Plan Ledger DOL Form 5500 · updated monthly

Ohio Education Association401(k)

OHIO EDUCATION ASSOCIATION EMPLOYEES 401(K) SAVINGS PLAN · COLUMBUS, OH · plan year 2025

Reported admin expense ratio · 2025
0.16%

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

Ohio Education Association reported $171,189 in plan administrative expenses for 2025: 0.16% of average plan assets, above the peer median. Employer contributions averaged $23,073 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 fell from 0.17% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other other services employers. By assets it is the 334th-largest of 3,295 plans among Ohio employers on file, and the 169th of 3,341 in other services. In 2025, the employer put in $2.12 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$114,818,605
Participants with balances221
Active participants184
Employer contributions$4,245,520
Employee contributions$2,000,453
Employer contribution per active participant$23,073
Average account balance$519,541
Benefits paid to participants$4,733,871
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$114.8M · 221 accts · $4.2M emplr
2024$99.5M · 221 accts · $3.9M emplr
2023$88.3M · 221 accts · $3.8M emplr
2022$73.4M · 219 accts · $3.6M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$68,090
Investment management$103,099
Total administrative$171,189
The Ohio Education Association 401(k) match · 2025
Employer contribution per active participant$23,073
Median for plans this size$4,093
2025$23,073 per active participant
2024$21,909 per active participant
2023$20,935 per active participant
2022$20,203 per active participant

Ohio Education Association's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$103,099
JOHN HANCOCK RETIREMENT PLAN SVCS · Contract administrator · Loan processing$68,090

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

Administrative cost history4
2025$171,189 · 0.16%
2024$162,657 · 0.17%
2023$152,470 · 0.19%
2022$132,454 · 0.17%
Same employer
Similar plansOther Services · Ohio
Cintas Corporation OH$4.4B · 0.09%
Safelite Group, Inc. OH$719.0M · 0.26%
Ohio Machinery Co. OH$138.6M · 0.07%
The W.W. Williams Co. LLC OH$89.2M · 0.25%
Ccfi Companies, LLC OH$68.5M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 314269414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.