Plan Ledger DOL Form 5500 · updated monthly

The Henry Francis Dupont Winterthur Museum403(b)

WINTERTHUR EMPLOYEE RETIREMENT PLAN · WINTERTHUR, DE · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

The Henry Francis Dupont Winterthur Museum reported $3,769 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,798 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 0.019% to 0.020%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 97th-largest of 242 plans among Delaware employers on file, and the 421st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,678,482
Participants with balances285
Active participants308
Employer contributions$553,917
Employee contributions$896,707
Employer contribution per active participant$1,798
Average account balance$72,556
Benefits paid to participants$1,278,267
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 285 accts · $554K emplr
2023$17.2M · 277 accts · $533K emplr
2022$14.8M · 258 accts · $467K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,769
Total administrative$3,769
Employer contributions to the The Henry Francis Dupont Winterthur Museum plan · 2024
Employer contribution per active participant$1,798
Median for plans this size$2,416
2024$1,798 per active participant
2023$1,753 per active participant
2022$1,662 per active participant

The Henry Francis Dupont Winterthur Museum's 2024 employer contribution ran below the $2,416 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$3,769
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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$3,769 · 0.02%
2023$3,507 · 0.02%
2022$2,940 · 0.02%
Same employer
Similar plansArts, Entertainment & Recreation · Delaware
Harrington Raceway, Inc. DE$21.1M · 0.63%
The Franklin Institute PA$20.7M · 0.04%
East Bank Club Venture IL$20.7M · 0.02%
Boston Ballet MA$20.6M · 0.02%
Leisure Sports, Inc. CA$20.5M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510066038 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.