Plan Ledger DOL Form 5500 · updated monthly

Pittsburgh Ballet Theatre, Inc.403(b)

PITTSBURGH BALLET DEFINED CONTRIBUTION PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Pittsburgh Ballet Theatre, Inc. reported $31,224 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $1,994 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 fell from 0.40% to 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Pennsylvania (2,302nd of 3,651), and 685th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has shrunk from 83 to 71 since 2022.

Plan summary
Net assets, end of year$9,833,772
Participants with balances182
Active participants71
Employer contributions$141,542
Employee contributions$271,976
Employer contribution per active participant$1,994
Average account balance$54,032
Benefits paid to participants$540,094
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 182 accts · $142K emplr
2023$8.8M · 179 accts · $145K emplr
2022$7.4M · 178 accts · $142K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,539
Investment management$19,685
Total administrative$31,224
Employer contributions to the Pittsburgh Ballet Theatre, Inc. plan · 2024
Employer contribution per active participant$1,994
Median for plans this size$1,313
2024$1,994 per active participant
2023$1,980 per active participant
2022$1,712 per active participant

Pittsburgh Ballet Theatre, Inc.'s 2024 employer contribution ran above 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.

Service providers · 20243
TEACHERS INS. AND ANNUITY ASSOC. · Recordkeeping · Custodial (securities)$11,539
HENDERSON BROS. RET. PLAN SERV. · Investment advisory (plan)$10,009
HENDERSON BROTHERS FINANCIAL PTRS · Investment advisory (plan)$9,676

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

Recordkeeper by year2
2024TEACHERS INS. AND ANNUITY ASSOC.
2023TEACHERS INS. AND ANNUITY ASSOC.

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Administrative cost history3
2024$31,224 · 0.34%
2023$29,160 · 0.36%
2022$29,395 · 0.40%
Similar plansArts, Entertainment & Recreation · Pennsylvania
Highlands Ventures, LLC PA$12.8M · 0.39%
The Merion Cricket Club PA$11.8M · 0.45%
Kimmel Center, Inc. PA$9.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237101094 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.