Plan Ledger DOL Form 5500 · updated monthly

Tampa Bay Rays Baseball LTD.401(k)

TAMPA BAY RAYS 401K PLAN · ST. PETERSBURG, FL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Tampa Bay Rays Baseball LTD. reported $84,401 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $5,222 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 0.18% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 466th-largest of 3,644 plans among Florida employers on file, and the 162nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.27 for every $1.00 the employer contributed; active participation has grown from 456 to 588 since 2022.

Plan summary
Net assets, end of year$60,764,188
Participants with balances643
Active participants588
Employer contributions$3,070,525
Employee contributions$3,895,632
Employer contribution per active participant$5,222
Average account balance$94,501
Benefits paid to participants$2,910,476
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$60.8M · 643 accts · $3.1M emplr
2023$50.5M · 619 accts · $2.8M emplr
2022$39.8M · 566 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,988
Investment management$46,413
Total administrative$84,401
The Tampa Bay Rays Baseball LTD. 401(k) match · 2024
Employer contribution per active participant$5,222
Median for plans this size$3,635
2024$5,222 per active participant
2023$5,784 per active participant
2022$5,011 per active participant

Tampa Bay Rays Baseball LTD.'s 2024 employer contribution ran above the $3,635 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 · 20242
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Recordkeeping$37,988
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$46,413

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Tampa Bay Rays Baseball LTD. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$84,401 · 0.15%
2023$84,162 · 0.19%
2022$76,076 · 0.18%
Same employer
Similar plansArts, Entertainment & Recreation · Florida
Feld Entertainment, Inc. FL$107.6M · 0.14%
Miami Dolphins, LTD. FL$56.6M · 0.10%
Jacksonville Jaguars, LLC FL$46.8M · 0.07%
Tavistock Corporation FL$43.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593300424 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.