Plan Ledger DOL Form 5500 · updated monthly

The Buckley School in the City of New York403(b)

THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK 403(B) DEFINED CONTRIBUTION PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

The Buckley School in the City of New York reported $26,983 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,945 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 0.04% to 0.05%. 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 1,282nd-largest of 5,648 plans among New York employers on file, and the 850th of 3,091 in educational services. In 2024, the employer put in $1.79 for every $1.00 employees contributed themselves; active participation has grown from 94 to 104 since 2022.

Plan summary
Net assets, end of year$55,390,423
Participants with balances273
Active participants104
Employer contributions$1,242,289
Employee contributions$695,129
Employer contribution per active participant$11,945
Average account balance$202,895
Benefits paid to participants$3,687,679
Plan auditUnmodified (clean) audit opinion
AuditorEISNER AMPER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$55.4M · 273 accts · $1.2M emplr
2023$51.5M · 271 accts · $1.4M emplr
2022$45.5M · 265 accts · $822K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,983
Total administrative$26,983
Employer contributions to the The Buckley School in the City of New York plan · 2024
Employer contribution per active participant$11,945
Median for plans this size$3,635
2024$11,945 per active participant
2023$14,491 per active participant
2022$8,749 per active participant

The Buckley School in the City of New York'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$19,208
PLANPILOT · Trustee (discretionary)$8,000

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

Administrative cost history3
2024$26,983 · 0.05%
2023$20,795 · 0.04%
2022$17,979 · 0.04%
Similar plansEducational Services · New York
Manhattan School of Music NY$58.8M · 0.24%
Houghton University NY$57.5M · 0.06%
Henry Viscardi School NY$54.3M · 0.04%
Emma Willard School NY$53.8M · 0.11%
The Hewitt School NY$52.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131837409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.