Plan Ledger DOL Form 5500 · updated monthly

Robert Wood Johnson Foundation403(b)

ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN · PRINCETON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Robert Wood Johnson Foundation reported $111,198 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $24,642 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 0.02% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 270th-largest of 2,419 plans among New Jersey employers on file, and the 114th of 3,341 in other services.

Plan summary
Net assets, end of year$155,715,115
Participants with balances556
Active participants335
Employer contributions$8,255,139
Employee contributions—
Employer contribution per active participant$24,642
Average account balance$280,063
Benefits paid to participants$8,170,463
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$155.7M · 556 accts · $8.3M emplr
2023$139.2M · 556 accts · $7.7M emplr
2022$120.5M · 535 accts · $7.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,441
Investment management$25,350
Audit (IQPA)$36,500
Total administrative$111,198
Employer contributions to the Robert Wood Johnson Foundation plan · 2024
Employer contribution per active participant$24,642
Median for plans this size$3,635
2024$24,642 per active participant
2023$22,845 per active participant
2022$22,462 per active participant

Robert Wood Johnson Foundation's 2024 employer contribution ran above the $3,635 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 · 20243
TIAA · Recordkeeping · Pension consulting$44,441
EISNERAMPER LLP · Accounting / audit$36,500
CAPFINANCIAL PARTNERS, LLC · Investment advisory (participants) · Investment advisory (plan)$25,350

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$111,198 · 0.08%
2023$28,534 · 0.02%
2022$25,489 · 0.02%
All plans at this employer2
ROBERT WOOD JOHNSON FOUNDATION MATCHED SAVINGS PLAN403(b)
ROBERT WOOD JOHNSON FOUNDATION QUALIFIED RETIREMENT PLAN403(b)
Same employer
Similar plansOther Services · New Jersey
Itpeu Pension Fund NJ$172.4M · 1.27%
Thanexus, Inc. NJ$125.4M · 0.18%
GS1 US, Inc. NJ$101.3M · 0.06%
Charles Komar & Sons, Inc. NJ$96.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 226029397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.