Plan Ledger DOL Form 5500 · updated monthly

The Henry L. Stimson Center403(b)

THE HENRY L. STIMSON CENTER 403(B) DC PLAN · WASHINGTON, DC · plan year 2024

Employer contribution per participant · 2024
$4,362

The Henry L. Stimson Center'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 $14,614,046 across 171 participant accounts, with employer contributions averaging $4,362 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 other services employers. By assets it is among the smaller plans on file in District of Columbia (384th of 618), and the 1,312th of 3,341 in other services. In 2024, employees put in $1.67 for every $1.00 the employer contributed; active participation has grown from 42 to 70 since 2022.

Plan summary
Net assets, end of year$14,614,046
Participants with balances171
Active participants70
Employer contributions$305,320
Employee contributions$511,281
Employer contribution per active participant$4,362
Average account balance$85,462
Benefits paid to participants$835,174
Plan auditUnmodified (clean) audit opinion
AuditorWEYRICH, CRONIN AND SORRA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 171 accts · $305K emplr
2023$12.5M · 208 accts · $257K emplr
2022$10.3M · 158 accts · $236K emplr
Employer contributions to the The Henry L. Stimson Center plan · 2024
Employer contribution per active participant$4,362
Median for plans this size$2,416
2024$4,362 per active participant
2023$3,516 per active participant
2022$5,621 per active participant

The Henry L. Stimson Center'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.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
Similar plansOther Services · District of Columbia
National 4-H Council DC$15.3M · 0.40%
The One Campaign DC$13.8M · 0.34%
Defenders of Wildlife DC$13.7M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521640938 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.