Plan Ledger DOL Form 5500 · updated monthly

The Catholic University of America403(b)

THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

The Catholic University of America reported $93,026 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,638 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 0.01% to 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 21st-largest of 618 plans among District of Columbia employers on file, and the 86th of 3,091 in educational services. In 2024, the employer put in $1.19 for every $1.00 employees contributed themselves; active participation has grown from 1,716 to 1,973 since 2022.

Plan summary
Net assets, end of year$605,821,150
Participants with balances3,506
Active participants1,973
Employer contributions$9,150,774
Employee contributions$7,665,475
Employer contribution per active participant$4,638
Average account balance$172,796
Benefits paid to participants$38,950,025
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$605.8M · 3,506 accts · $9.2M emplr
2023$560.7M · 3,469 accts · $8.9M emplr
2022$500.0M · 3,443 accts · $8.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,248
Investment management$55,394
Audit (IQPA)$22,400
Total administrative$93,026
Employer contributions to the The Catholic University of America plan · 2024
Employer contribution per active participant$4,638
Median for plans this size$4,294
2024$4,638 per active participant
2023$4,457 per active participant
2022$4,936 per active participant

The Catholic University of America's 2024 employer contribution ran above the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TIAA · Recordkeeping · Pension consulting$10,248
CAPFINANCIAL PARTNERS, LLC · Consulting · Investment advisory (plan)$55,394
GRANT THORNTON LLP · Accounting / audit$22,400

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$93,026 · 0.02%
2023$107,242 · 0.02%
2022$71,248 · 0.01%
Same employer
Similar plansEducational Services · District of Columbia
Georgetown University DC$2.5B · 0.01%
American University DC$1.4B · 0.02%
Howard University DC$1.2B · 0.06%
The Urban Institute DC$329.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530196583 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.