Plan Ledger DOL Form 5500 · updated monthly

Sheridan School, Inc.403(b)

SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Sheridan School, Inc. reported $525 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,973 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 0.000% to 0.003%. 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 among the smaller plans on file in District of Columbia (342nd of 618), and 1,613th of 3,091 in educational services. In 2024, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,502,856
Participants with balances217
Active participants65
Employer contributions$258,220
Employee contributions$462,032
Employer contribution per active participant$3,973
Average account balance$89,875
Benefits paid to participants$1,265,845
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.5M · 217 accts · $258K emplr
2023$17.4M · 216 accts · $245K emplr
2022$15.6M · 207 accts · $230K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$525
Total administrative$525
Employer contributions to the Sheridan School, Inc. plan · 2024
Employer contribution per active participant$3,973
Median for plans this size$2,416
2024$3,973 per active participant
2023$3,830 per active participant
2022$3,540 per active participant

Sheridan School, Inc.'s 2024 employer contribution ran above 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 · 20241
TIAA$525

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

Administrative cost history3
2024$525 · 0.00%
2023$100 · 0.00%
2022$75 · 0.00%
Similar plansEducational Services · District of Columbia
Childrens Defense Fund DC$20.7M · 0.01%
Edmund Burke School DC$20.6M · 0.28%
Lowell School, Inc. DC$18.7M · 0.25%
Population Reference Bureau DC$18.6M · 0.01%
The Field School, Inc. DC$18.6M · 0.24%
Capitol Hill Day School DC$17.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 536019409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.