The Education Trust403(b)
THE EDUCATION TRUST, INC. 403(B) DEFINED CONTRIBUTION PLAN · WASHINGTON, DC · plan year 2024
The Education Trust's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $22,332,661 across 353 participant accounts, with employer contributions averaging $7,287 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in District of Columbia (317th of 618), and the 1,513th of 3,091 in educational services. In 2024, the employer put in $1.11 for every $1.00 employees contributed themselves.
The Education Trust's 2024 employer contribution ran above the $2,416 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.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 521982223 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.