Plan Ledger DOL Form 5500 · updated monthly

Berry Foundation403(b)

PRYOR LEARNING, INC. DEFINED CONTRIBUTION RETIREMENT PLAN · KANSAS CITY, MO · plan year 2022

Reported admin expense ratio · 2022
0.14%

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

Berry Foundation reported $11,097 in plan administrative expenses for 2022: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,450 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Missouri (974th of 1,393), and 2,318th of 3,091 in educational services. In 2022, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,183,178
Participants with balances103
Active participants86
Employer contributions$210,699
Employee contributions$467,367
Employer contribution per active participant$2,450
Average account balance$69,740
Benefits paid to participants$828,905
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $106K emplr
2022$7.2M · 103 accts · $211K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,097
Total administrative$11,097
Employer contributions to the Berry Foundation plan · 2022
Employer contribution per active participant$2,450
Median for plans this size$1,114

Berry Foundation's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$11,097 · 0.14%
Similar plansEducational Services · Missouri
Whitfield School MO$19.9M · 0.36%
Ranken Technical College MO$16.9M · 0.01%
Missouri Valley College MO$16.9M · 0.43%
Missouri Military Academy MO$3.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431830400 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.