Plan Ledger DOL Form 5500 · updated monthly

St. Joseph's Catholic School403(b)

ST. JOSEPH'S CATHOLIC SCHOOL DEFINED CONTRIBUTION PLAN · GREENVILLE, SC · plan year 2022

Reported admin expense ratio · 2022
0.00%

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

St. Joseph's Catholic School reported $25 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,142 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in South Carolina (530th of 807), and 2,394th of 3,091 in educational services. In 2022, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,337,469
Participants with balances174
Active participants114
Employer contributions$130,206
Employee contributions$289,620
Employer contribution per active participant$1,142
Average account balance$36,422
Benefits paid to participants$510,790
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $188K emplr
2022$6.3M · 174 accts · $130K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$25
Total administrative$25
Employer contributions to the St. Joseph's Catholic School plan · 2022
Employer contribution per active participant$1,142
Median for plans this size$1,114

St. Joseph's Catholic School's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$25 · 0.00%
Similar plansEducational Services · South Carolina
Meeting Street Schools SC$9.7M · 0.97%
Legacy Advancement SC$7.1M · 0.15%
Learning Jungle USA, Inc SC$209K · 2.59%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 570965988 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.