Plan Ledger DOL Form 5500 · updated monthly

The Brearley School403(b)

THE BREARLEY SCHOOL RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

The Brearley School reported $82,387 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,192 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 0.03% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 615th-largest of 5,648 plans among New York employers on file, and the 387th of 3,091 in educational services. In 2024, the employer put in $1.44 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$139,125,720
Participants with balances786
Active participants364
Employer contributions$2,617,987
Employee contributions$1,813,318
Employer contribution per active participant$7,192
Average account balance$177,005
Benefits paid to participants$10,415,529
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$139.1M · 786 accts · $2.6M emplr
2023$128.8M · 753 accts · $2.4M emplr
2022$113.1M · 735 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,802
Investment management$32,585
Total administrative$82,387
Employer contributions to the The Brearley School plan · 2024
Employer contribution per active participant$7,192
Median for plans this size$3,635
2024$7,192 per active participant
2023$6,162 per active participant
2022$6,561 per active participant

The Brearley School'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.

Service providers · 20242
TIAA · Recordkeeping · Pension consulting$49,802
CAP FINANCIAL PARTNERS, LLC · Investment management$32,585

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$82,387 · 0.06%
2023$63,935 · 0.05%
2022$41,344 · 0.03%
Same employer
Similar plansEducational Services · New York
Alfred University NY$150.8M · 0.09%
Utica University NY$148.0M · 0.09%
Wagner College NY$144.0M · 0.08%
School of Visual Arts LLC NY$137.4M · 0.04%
The Spence School NY$137.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131623915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.