Plan Ledger DOL Form 5500 · updated monthly

Temple University Health System Inc403(b)

TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.05%

Temple University Health System Inc reported $647,336 in plan administrative expenses for 2024: 0.05% of average plan assets, above the peer median. 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 0.07% to 0.05%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 57th-largest of 3,651 plans among Pennsylvania employers on file, and the 144th of 11,911 in health care & social assistance. active participation has grown from 11,106 to 12,667 since 2022.

Plan summary
Net assets, end of year$1,306,875,768
Participants with balances17,012
Active participants12,667
Employer contributions—
Employee contributions$72,997,665
Employer contribution per active participant—
Average account balance$76,821
Benefits paid to participants$83,425,023
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.3B · 17,012 accts
2023$1.2B · 16,338 accts · $79 emplr
2022$974.7M · 15,257 accts · $8K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$459,561
Investment management$43,345
Audit (IQPA)$26,670
Total administrative$647,336
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 · 20244
CAP FINANCIAL PARTNERS, LLC · Investment advisory (plan)$43,345
GRANT THORNTON LLP · Accounting / audit$26,670
AON CONSULTING INC · Consulting$15,695

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$647,336 · 0.05%
2023$777,375 · 0.07%
2022$711,888 · 0.07%
All plans at this employer2
TEMPLE UNIVERSITY HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLANProfit-sharing plan
TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Main Line Health, Inc. PA$1.7B · 0.05%
Allegheny Health Network PA$1.4B · 0.12%
Tower Health PA$1.1B · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232825881 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.