Plan Ledger DOL Form 5500 · updated monthly

Sewickley Academy403(b)

SEWICKLEY ACADEMY DC PLAN · SEWICKLEY, PA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Sewickley Academy reported $38,379 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,444 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 0.07% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 922nd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,046th of 3,091 in educational services. In 2024, employees put in $1.05 for every $1.00 the employer contributed; active participation has shrunk from 168 to 151 since 2022.

Plan summary
Net assets, end of year$41,854,233
Participants with balances370
Active participants151
Employer contributions$671,048
Employee contributions$704,403
Employer contribution per active participant$4,444
Average account balance$113,120
Benefits paid to participants$7,090,469
Plan history3
Yearassets · accounts · employer contribution
2024$41.9M · 370 accts · $671K emplr
2023$30.3M · 355 accts · $578K emplr
2022$28.3M · 351 accts · $609K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,379
Total administrative$38,379
Employer contributions to the Sewickley Academy plan · 2024
Employer contribution per active participant$4,444
Median for plans this size$2,416
2024$4,444 per active participant
2023$3,780 per active participant
2022$3,625 per active participant

Sewickley Academy's 2024 employer contribution ran above the $2,416 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 · 20241
TIAA · Recordkeeping$38,454

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$38,379 · 0.09%
2023$20,764 · 0.07%
2022$21,031 · 0.07%
All plans at this employer2
SEWICKLEY ACADEMY DC PLAN403(b)
SEWICKLEY ACADEMY TDA PLAN403(b)
Similar plansEducational Services · Pennsylvania
Moravian Academy PA$46.3M · 0.13%
Friends Select School PA$42.6M · 0.32%
The Baldwin School PA$42.0M · 0.24%
Immaculata University PA$41.9M · 0.10%
The American Law Institute PA$40.9M · 0.34%
Thiel College PA$38.6M
The American College PA$36.3M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 250965558 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.