Plan Ledger DOL Form 5500 · updated monthly

Pomona College403(b)

POMONA COLLEGE ACADEMIC RETIREMENT PLAN · CLAREMONT, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Pomona College reported $90,771 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,945 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 0.05% to 0.03%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 343rd-largest of 9,483 plans among California employers on file, and the 145th of 3,091 in educational services. In 2024, the employer put in $1.55 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$380,018,188
Participants with balances2,387
Active participants1,456
Employer contributions$8,655,672
Employee contributions$5,589,315
Employer contribution per active participant$5,945
Average account balance$159,203
Benefits paid to participants$23,133,285
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$380.0M · 2,387 accts · $8.7M emplr
2023$345.9M · 2,299 accts · $8.0M emplr
2022$312.5M · 2,224 accts · $7.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,771
Total administrative$90,771
Employer contributions to the Pomona College plan · 2024
Employer contribution per active participant$5,945
Median for plans this size$4,294
2024$5,945 per active participant
2023$5,570 per active participant
2022$5,255 per active participant

Pomona College's 2024 employer contribution ran above the $4,294 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 · 20241
TIAA · Recordkeeping · Pension consulting$90,771

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$90,771 · 0.03%
2023$77,487 · 0.02%
2022$163,680 · 0.05%
Similar plansEducational Services · California
Loyola Marymount University CA$538.0M · 0.08%
Santa Clara University CA$520.4M · 0.02%
University of San Francisco CA$468.2M · 0.05%
Occidental College CA$320.8M · 0.05%
National University CA$319.3M · 0.10%
Azusa Pacific University CA$313.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951664112 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.