Plan Ledger DOL Form 5500 · updated monthly

Texas Wesleyan University403(b)

TEXAS WESLEYAN UNIVERSITY 403(B) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

Texas Wesleyan University reported $54,156 in plan administrative expenses for 2024: 0.15% of average plan assets, below 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 0.24% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,281st-largest of 5,688 plans among Texas employers on file, and the 1,097th of 3,091 in educational services. active participation has grown from 237 to 520 since 2022.

Plan summary
Net assets, end of year$38,516,358
Participants with balances446
Active participants520
Employer contributions—
Employee contributions$1,375,193
Employer contribution per active participant—
Average account balance$86,360
Benefits paid to participants$2,187,379
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.5M · 446 accts
2023$34.8M · 446 accts
2022$30.3M · 447 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,126
Investment management$2,530
Total administrative$54,156
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 · 20241
TIAA · Recordkeeping · Pension consulting$53,656

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$54,156 · 0.15%
2023$81,011 · 0.25%
2022$80,278 · 0.24%
All plans at this employer2
TEXAS WESLEYAN UNIVERSITY 403(B) PLAN403(b)
TEXAS WESLEYAN UNIVERSITY 401(A) PLAN401(k)
Same employer
Similar plansEducational Services · Texas
Trinity Valley School TX$41.6M · 0.22%
Parish Episcopal School TX$40.3M · 0.29%
Saint Mary's Hall TX$38.2M · 0.06%
Uworld, LLC TX$36.5M · 0.40%
Parker University TX$31.8M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750800691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.