Plan Ledger DOL Form 5500 · updated monthly

Regenstrief Institute, Inc.403(b)

REGENSTRIEF INSTITUTE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN · INDIANAPOLIS, IN · plan year 2025

Reported admin expense ratio · 2025
0.07%

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

Regenstrief Institute, Inc. reported $23,684 in plan administrative expenses for 2025: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,592 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 3 years on file its reported administrative ratio fell from 0.10% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 395th-largest of 1,562 plans among Indiana employers on file, and the 643rd of 3,341 in other services. In 2025, the employer put in $1.13 for every $1.00 employees contributed themselves; active participation has shrunk from 171 to 145 since 2022.

Plan summary
Net assets, end of year$33,564,349
Participants with balances304
Active participants145
Employer contributions$955,872
Employee contributions$845,151
Employer contribution per active participant$6,592
Average account balance$110,409
Benefits paid to participants$4,195,258
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$33.6M · 304 accts · $956K emplr
2024$31.4M · 312 accts · $824K emplr
2023$27.2M · 310 accts · $705K emplr
2022$24.0M · 307 accts · $701K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$23,684
Total administrative$23,684
Employer contributions to the Regenstrief Institute, Inc. plan · 2025
Employer contribution per active participant$6,592
Median for plans this size$2,666
2025$6,592 per active participant
2024$4,554 per active participant
2023$3,963 per active participant
2022$4,097 per active participant

Regenstrief Institute, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
TIAA - TEACHERS INS & ANNUITY ASSOC · Recordkeeping$37,023

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

Recordkeeper by year3
2025TIAA
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$23,684 · 0.07%
2024$20,512 · 0.07%
2023$20,567 · 0.08%
2022$25,275 · 0.10%
Same employer
Similar plansOther Services · Indiana
Flanders Electric Motor Svc IN$47.6M · 0.34%
Church World Service Inc. IN$45.1M · 0.21%
Buchanan Group, Inc. IN$22.4M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300007730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.