Plan Ledger DOL Form 5500 · updated monthly

Pathways to Housing Dc403(b)

PATHWAYS TO HOUSING DC 403(B) GROUP RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
1.24%

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

Pathways to Housing Dc reported $32,181 in plan administrative expenses for 2024: 1.24% of average plan assets, higher than ~90% of peers. Employer contributions averaged $779 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 6 years on file its reported administrative ratio rose from 0.23% to 1.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in District of Columbia (556th of 618), and 9,384th of 11,911 in health care & social assistance. In 2024, employees put in $3.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,830,942
Participants with balances106
Active participants135
Employer contributions$105,146
Employee contributions$384,162
Employer contribution per active participant$779
Average account balance$26,707
Benefits paid to participants$349,558
Plan auditUnmodified (clean) audit opinion
AuditorJM&M
Plan history5
Yearassets · accounts · employer contribution
2024$2.8M · 106 accts · $105K emplr
2022$1.7M · 135 accts · $126K emplr
2020$1.3M · 119 accts · $129K emplr
2019$949K · 86 accts · $80K emplr
2018$582K · 72 accts · $29K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,181
Total administrative$32,181
Employer contributions to the Pathways to Housing Dc plan · 2024
Employer contribution per active participant$779
Median for plans this size$1,313
2024$779 per active participant
2022$874 per active participant
2020$1,014 per active participant
2019$645 per active participant
2018$230 per active participant

Pathways to Housing Dc's 2024 employer contribution ran below the $1,313 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 history5
2024$32,181 · 1.24%
2022$22,374 · 1.29%
2020$23,070 · 2.06%
2019$2,070 · 0.27%
2018$1,402 · 0.23%
Similar plansHealth Care & Social Assistance · District of Columbia
La Clinica Del Pueblo DC$4.0M · 0.13%
Polaris Project DC$4.0M · 0.74%
Metro Homes, Inc. DC$3.5M · 0.40%
Cinq Connect LLC DC$2.8M · 0.35%
McClendon Center DC$2.4M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 371464353 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.