Plan Ledger DOL Form 5500 · updated monthly

Texas Biomedical Research Institute403(b)

TEXAS BIOMEDICAL RESEARCH INSTITUTE RETIREMENT PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Texas Biomedical Research Institute reported $253,233 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $5,728 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 rose from 0.19% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 586th-largest of 5,688 plans among Texas employers on file, and the 172nd of 3,341 in other services. In 2024, the employer put in $1.25 for every $1.00 employees contributed themselves; active participation has grown from 396 to 465 since 2022.

Plan summary
Net assets, end of year$113,512,454
Participants with balances1,179
Active participants465
Employer contributions$2,663,665
Employee contributions$2,136,686
Employer contribution per active participant$5,728
Average account balance$96,279
Benefits paid to participants$11,286,024
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$113.5M · 1,179 accts · $2.7M emplr
2023$107.7M · 1,135 accts · $2.4M emplr
2022$95.6M · 1,051 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$253,231
Audit (IQPA)$2
Total administrative$253,233
Employer contributions to the Texas Biomedical Research Institute plan · 2024
Employer contribution per active participant$5,728
Median for plans this size$3,635
2024$5,728 per active participant
2023$5,443 per active participant
2022$5,353 per active participant

Texas Biomedical Research Institute'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 · 20245
TIAA - TEACHERS INSURANCE AND ANNUI · Recordkeeping · Pension consulting$150,748
PENSIONMARK FINANCIAL GROUP$49,116
RSM US LLP$23,100
ALLIANCE BENEFIT GROUP OF HOUSTON · Plan administrator$19,705
WORLD INVESTMENT ADVISORS, LLC$7,700

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$253,233 · 0.23%
2023$192,440 · 0.19%
2022$195,472 · 0.19%
Same employer
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Tenerity, Inc. TX$150.3M · 0.06%
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Nsmg Shared Services, LLC TX$80.5M · 0.29%
Shermco Industries, Inc. TX$77.2M · 0.27%
Visible Changes, Inc. TX$76.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741109630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.