Plan Ledger DOL Form 5500 · updated monthly

Population Reference Bureau403(b)

POPULATION REFERENCE BUREAU DC RETIREMENT PLAN · WASHINGTON, DC · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Population Reference Bureau reported $1,608 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,480 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 26,779 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in District of Columbia (347th of 618), and 1,639th of 3,091 in educational services. In 2023, the employer put in $1.04 for every $1.00 employees contributed themselves; active participation has grown from 50 to 66 since 2022.

Plan summary
Net assets, end of year$18,629,313
Participants with balances247
Active participants66
Employer contributions$361,669
Employee contributions$348,646
Employer contribution per active participant$5,480
Average account balance$75,422
Benefits paid to participants$3,464,194
Plan auditDisclaimer of opinion
AuditorAPRIO LLP
Plan history4
Yearassets · accounts · employer contribution
2025$17.2M · 228 accts · $184K emplr
2024$18.4M · 250 accts · $288K emplr
2023$18.6M · 247 accts · $362K emplr
2022$9.3M · 256 accts · $397K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,433
Audit (IQPA)$175
Total administrative$1,608
Employer contributions to the Population Reference Bureau plan · 2023
Employer contribution per active participant$5,480
Median for plans this size$2,440
2025$6,351 per active participant
2024$4,500 per active participant
2023$5,480 per active participant
2022$7,937 per active participant

Population Reference Bureau's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$22,084 · 0.12%
2024$27,666 · 0.15%
2023$1,608 · 0.01%
2022Not separately reported
Similar plansEducational Services · District of Columbia
Childrens Defense Fund DC$20.7M · 0.01%
Edmund Burke School DC$20.6M · 0.28%
Sheridan School, Inc. DC$19.5M · 0.00%
Lowell School, Inc. DC$18.7M · 0.25%
The Field School, Inc. DC$18.6M · 0.24%
Capitol Hill Day School DC$17.9M · 0.08%
Digital Promise DC$15.3M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530214030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.