Plan Ledger DOL Form 5500 · updated monthly

Philadelphia College of Osteopathic Medicine403(b)

PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Philadelphia College of Osteopathic Medicine reported $176,858 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $6,183 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 0.03% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 246th-largest of 3,651 plans among Pennsylvania employers on file, and the 241st of 3,091 in educational services. In 2024, the employer put in $1.71 for every $1.00 employees contributed themselves; active participation has shrunk from 1,855 to 1,439 since 2022.

Plan summary
Net assets, end of year$237,102,778
Participants with balances1,495
Active participants1,439
Employer contributions$8,897,423
Employee contributions$5,202,282
Employer contribution per active participant$6,183
Average account balance$158,597
Benefits paid to participants$12,862,928
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$237.1M · 1,495 accts · $8.9M emplr
2023$212.4M · 1,462 accts · $8.1M emplr
2022$188.0M · 1,431 accts · $8.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,282
Investment management$69,076
Audit (IQPA)$16,500
Total administrative$176,858
Employer contributions to the Philadelphia College of Osteopathic Medicine plan · 2024
Employer contribution per active participant$6,183
Median for plans this size$3,635
2024$6,183 per active participant
2023$4,105 per active participant
2022$4,313 per active participant

Philadelphia College of Osteopathic Medicine's 2024 employer contribution ran above the $3,635 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 · 20245
LINCOLN NATIONAL CORPORATION · Contract administrator$93,203
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$56,250
J.L. KREISCHER,PC ET AL PTRS · Accounting / audit$16,500
MMA SECURITIES LLC · Investment advisory (plan)$12,826
TIAA · Contract administrator$250

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

Administrative cost history3
2024$176,858 · 0.08%
2023$84,006 · 0.04%
2022$51,885 · 0.03%
Same employer
Similar plansEducational Services · Pennsylvania
Widener University PA$424.8M · 0.02%
Bryn Mawr College PA$329.3M · 0.07%
Haverford College PA$260.0M · 0.01%
La Salle University PA$228.8M · 0.05%
Wilkes University PA$223.6M · 0.03%
Seg Inc. PA$217.0M · 0.27%
Milton Hershey School PA$214.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222691757 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.