Plan Ledger DOL Form 5500 · updated monthly

The Aspen Institute403(b)

TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF THE ASPEN INST. · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

The Aspen Institute reported $2,976 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,630 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 3 years on file its reported administrative ratio has held roughly steady near 0.002%. 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 60th-largest of 618 plans among District of Columbia employers on file, and the 90th of 3,341 in other services. In 2024, the employer put in $1.31 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$192,797,408
Participants with balances1,248
Active participants559
Employer contributions$7,060,074
Employee contributions$5,387,832
Employer contribution per active participant$12,630
Average account balance$154,485
Benefits paid to participants$16,272,224
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$192.8M · 1,248 accts · $7.1M emplr
2023$173.3M · 1,205 accts · $6.5M emplr
2022$143.6M · 1,171 accts · $5.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,976
Total administrative$2,976
Employer contributions to the The Aspen Institute plan · 2024
Employer contribution per active participant$12,630
Median for plans this size$3,635
2024$12,630 per active participant
2023$11,645 per active participant
2022$10,388 per active participant

The Aspen Institute's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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.

Administrative cost history3
2024$2,976 · 0.00%
2023$2,606 · 0.00%
2022$2,485 · 0.00%
Same employer
Similar plansOther Services · District of Columbia
Investment Company Institute DC$165.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840399006 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.