Plan Ledger DOL Form 5500 · updated monthly

Oklahoma State University Foundation403(b)

OKLAHOMA STATE UNIVERSITY FOUNDATION 403(B) RETIREMENT PLAN · STILLWATER, OK · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Oklahoma State University Foundation reported $51,876 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,366 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 0.01% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 133rd-largest of 724 plans among Oklahoma employers on file, and the 1,007th of 3,091 in educational services. In 2024, the employer put in $1.22 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$44,416,658
Participants with balances346
Active participants187
Employer contributions$1,564,366
Employee contributions$1,281,273
Employer contribution per active participant$8,366
Average account balance$128,372
Benefits paid to participants$3,588,694
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.4M · 346 accts · $1.6M emplr
2023$40.5M · 326 accts · $1.5M emplr
2022$35.5M · 319 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,876
Total administrative$51,876
Employer contributions to the Oklahoma State University Foundation plan · 2024
Employer contribution per active participant$8,366
Median for plans this size$2,416
2024$8,366 per active participant
2023$7,796 per active participant
2022$7,645 per active participant

Oklahoma State University Foundation'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
TIAA · Recordkeeping · Pension consulting$51,876

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$51,876 · 0.12%
2023$43,383 · 0.11%
2022$3,165 · 0.01%
Same employer
Similar plansEducational Services · Oklahoma
The University of Tulsa OK$427.4M · 0.01%
Oral Roberts University OK$74.7M · 0.17%
Heritage Hall OK$29.3M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 736097060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.