Plan Ledger DOL Form 5500 · updated monthly

President & Fellows of Middlebury College403(b)

MIDDLEBURY COLLEGE CORE RETIREMENT PLAN · MIDDLEBURY, VT · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

President & Fellows of Middlebury College reported $269,909 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $9,945 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 rose from 0.04% to 0.05%. 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 3rd-largest of 230 plans among Vermont employers on file, and the 90th of 3,091 in educational services. In 2024, the employer put in $2.34 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$573,526,255
Participants with balances3,093
Active participants1,539
Employer contributions$15,305,277
Employee contributions$6,548,573
Employer contribution per active participant$9,945
Average account balance$185,427
Benefits paid to participants$27,041,538
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$573.5M · 3,093 accts · $15.3M emplr
2023$516.0M · 3,047 accts · $14.6M emplr
2022$455.4M · 3,011 accts · $14.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$269,909
Total administrative$269,909
Employer contributions to the President & Fellows of Middlebury College plan · 2024
Employer contribution per active participant$9,945
Median for plans this size$4,294
2024$9,945 per active participant
2023$9,738 per active participant
2022$8,474 per active participant

President & Fellows of Middlebury College's 2024 employer contribution ran above the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TIAA · Recordkeeping · Pension consulting$269,909

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$269,909 · 0.05%
2023$203,987 · 0.04%
2022$190,288 · 0.04%
All plans at this employer2
MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN403(b)
MIDDLEBURY COLLEGE CORE RETIREMENT PLAN403(b)
Same employer
Similar plansEducational Services · Vermont
Colgate University NY$567.8M · 0.05%
Mercer University GA$558.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030179298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.