Plan Ledger DOL Form 5500 · updated monthly

San Diego Museum of Art403(b)

SAN DIEGO MUSEUM OF ART 403(B) RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

San Diego Museum of Art reported $36,434 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,616 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 0.31% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (5,202nd of 9,483), and the 649th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 81 to 117 since 2022.

Plan summary
Net assets, end of year$10,979,195
Participants with balances168
Active participants117
Employer contributions$189,123
Employee contributions$353,912
Employer contribution per active participant$1,616
Average account balance$65,352
Benefits paid to participants$216,174
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 168 accts · $189K emplr
2023$9.3M · 156 accts · $171K emplr
2022$7.8M · 143 accts · $128K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,434
Total administrative$36,434
Employer contributions to the San Diego Museum of Art plan · 2024
Employer contribution per active participant$1,616
Median for plans this size$2,416
2024$1,616 per active participant
2023$1,644 per active participant
2022$1,576 per active participant

San Diego Museum of Art's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
UNUM LIFE INS. CO. OF AMERICA · Recordkeepingindirect comp
LINCOLN NATIONAL LIFE INSURANCE CO · Contract administrator$36,309

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

Recordkeeper by year2
2024UNUM LIFE INS. CO. OF AMERICA
2023UNUM LIFE INS. CO. OF AMERICA

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

Administrative cost history3
2024$36,434 · 0.36%
2023$29,790 · 0.35%
2022$26,613 · 0.31%
Similar plansArts, Entertainment & Recreation · California
Berkeley Repertory Theatre CA$11.3M · 0.03%
Lafc Sports, LLC CA$11.0M · 0.04%
Range Media Partners LLC CA$10.9M · 0.01%
Riviera Golf & Tennis, Inc CA$10.8M · 0.56%
The Flea Market, Inc. CA$10.6M · 0.50%
Colusa Bingo & Casino CA$10.2M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951696715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.