Plan Ledger DOL Form 5500 · updated monthly

Science Museum Oklahoma403(b)

SCIENCE MUSEUM OKLAHOMA 403(B) PLAN · OKLAHOMA CITY, OK · plan year 2023

Reported admin expense ratio · 2023
0.72%

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

Science Museum Oklahoma reported $26,874 in plan administrative expenses for 2023: 0.72% of average plan assets, above the peer median. Employer contributions averaged $715 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 has held roughly steady near 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Oklahoma (575th of 724), and 988th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,118,759
Participants with balances66
Active participants187
Employer contributions$133,793
Employee contributions$194,888
Employer contribution per active participant$715
Average account balance$62,405
Benefits paid to participants$230,421
Plan auditUnmodified (clean) audit opinion
AuditorHOGAN TAYLOR
Plan history2
Yearassets · accounts · employer contribution
2023$4.1M · 66 accts · $134K emplr
2022$3.4M · 66 accts · $115K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$20,739
Investment management$3,537
Trustee / custodial$2,050
Total administrative$26,874
Employer contributions to the Science Museum Oklahoma plan · 2023
Employer contribution per active participant$715
Median for plans this size$1,308
2023$715 per active participant
2022$686 per active participant

Science Museum Oklahoma's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
BOKF, NA · Trustee (directed) · Investment management$27,074

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

Administrative cost history2
2023$26,874 · 0.72%
2022$27,519 · 0.69%
Similar plansArts, Entertainment & Recreation · Oklahoma
Oklahoma State Fair, Inc. OK$4.9M · 1.09%
Kiowa Casinos OK$3.2M · 0.38%
Fort Sill Apache Casino OK$3.0M · 1.92%
Buffalo Run Casino OK$1.7M · 2.05%
Shawnee Development , LLC OK$1.1M · 2.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730682415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.