Plan Ledger DOL Form 5500 · updated monthly

The Buckley School403(b)

THE BUCKLEY SCHOOL DEFINED CONTRIBUTION PLAN · SHERMAN OAKS, CA · plan year 2025

Reported admin expense ratio · 2025
0.08%

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

The Buckley School reported $65,783 in plan administrative expenses for 2025: 0.08% of average plan assets, below the peer median. Employer contributions averaged $6,044 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 fell from 0.10% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other educational services employers. By assets it is the 1,147th-largest of 9,483 plans among California employers on file, and the 612th of 3,091 in educational services. In 2025, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$85,721,625
Participants with balances475
Active participants198
Employer contributions$1,196,670
Employee contributions$1,529,961
Employer contribution per active participant$6,044
Average account balance$180,467
Benefits paid to participants$3,402,514
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$85.7M · 475 accts · $1.2M emplr
2024$75.2M · 518 accts · $1.1M emplr
2023$70.0M · 500 accts · $1.1M emplr
2022$60.6M · 497 accts · $1.0M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$65,783
Total administrative$65,783
Employer contributions to the The Buckley School plan · 2025
Employer contribution per active participant$6,044
Median for plans this size$4,093
2025$6,044 per active participant
2024$5,618 per active participant
2023$5,393 per active participant
2022$5,216 per active participant

The Buckley School's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
TIAA$47,819
ACTUARIAL BENEFITS CORP. · Plan administrator$7,919
CLIFTON LARTSON ALEEN LLP · Accounting / audit$7,245

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

Administrative cost history4
2025$65,783 · 0.08%
2024$82,349 · 0.11%
2023$70,040 · 0.11%
2022$63,228 · 0.10%
Same employer
Similar plansEducational Services · California
Fuller Theological Seminary CA$91.3M · 0.00%
The Head-Royce School CA$89.0M · 0.13%
Golden Gate University CA$87.6M · 0.41%
Westmont College CA$85.1M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951750023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.