Plan Ledger DOL Form 5500 · updated monthly

Shriners Hospitals for Children403(b)

SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Shriners Hospitals for Children reported $629,820 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $3,034 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 3 years on file its reported administrative ratio has held roughly steady near 0.087%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 64th-largest of 3,644 plans among Florida employers on file, and the 238th of 11,911 in health care & social assistance. In 2024, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$762,127,026
Participants with balances7,921
Active participants4,831
Employer contributions$14,656,415
Employee contributions$31,463,002
Employer contribution per active participant$3,034
Average account balance$96,216
Benefits paid to participants$65,802,180
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$762.1M · 7,921 accts · $14.7M emplr
2023$688.4M · 7,680 accts · $13.1M emplr
2022$605.2M · 7,605 accts · $12.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$626,198
Investment management$3,622
Total administrative$629,820
Employer contributions to the Shriners Hospitals for Children plan · 2024
Employer contribution per active participant$3,034
Median for plans this size$4,294
2024$3,034 per active participant
2023$2,845 per active participant
2022$2,735 per active participant

Shriners Hospitals for Children's 2024 employer contribution ran below the $4,294 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$626,198
CHARLES SCHWAB & CO., INC. · Securities brokerage$350
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$629,820 · 0.09%
2023$693,906 · 0.11%
2022$596,470 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Health First, Inc. FL$903.0M · 0.11%
Baptist Health System, Inc. FL$782.8M · 0.11%
Vitas Healthcare Corporation FL$492.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362193608 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.