Plan Ledger DOL Form 5500 · updated monthly

Special Olympics, Inc.401(k)

SPECIAL OLYMPICS, INC. RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Special Olympics, Inc. reported $67,786 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $4,275 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 fell from 0.46% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in District of Columbia (329th of 618), and the 3,532nd of 11,911 in health care & social assistance. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has grown from 165 to 215 since 2022.

Plan summary
Net assets, end of year$21,148,210
Participants with balances286
Active participants215
Employer contributions$919,178
Employee contributions$1,444,858
Employer contribution per active participant$4,275
Average account balance$73,945
Benefits paid to participants$2,526,419
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.1M · 286 accts · $919K emplr
2023$18.7M · 248 accts · $854K emplr
2022$14.5M · 254 accts · $740K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,654
Investment management$44,132
Total administrative$67,786
The Special Olympics, Inc. 401(k) match · 2024
Employer contribution per active participant$4,275
Median for plans this size$2,416
2024$4,275 per active participant
2023$4,883 per active participant
2022$4,486 per active participant

Special Olympics, Inc.'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 · 20243
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$42,684
EMPOWER ADVISORY GROUP, LLC · Investment management$1,448

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$67,786 · 0.34%
2023$42,863 · 0.26%
2022$71,972 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · District of Columbia
Whitman-Walker Clinic, Inc. DC$25.4M · 0.03%
Academyhealth DC$24.0M · 0.60%
Some, Inc. DC$22.4M · 0.87%
Engenderhealth, Inc. DC$18.1M · 0.27%
Community Change DC$18.1M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520889518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.