Plan Ledger DOL Form 5500 · updated monthly

The John Cooper School403(b)

JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · THE WOODLANDS, TX · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

The John Cooper School reported $76,068 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $4,927 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 0.15% to 0.17%. 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 the 1,104th-largest of 5,688 plans among Texas employers on file, and the 953rd of 3,091 in educational services. In 2024, employees put in $1.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,355,161
Participants with balances548
Active participants328
Employer contributions$1,616,003
Employee contributions$1,712,735
Employer contribution per active participant$4,927
Average account balance$86,415
Benefits paid to participants$4,340,784
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.4M · 548 accts · $1.6M emplr
2023$43.1M · 488 accts · $1.5M emplr
2022$36.5M · 491 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,068
Total administrative$76,068
Employer contributions to the The John Cooper School plan · 2024
Employer contribution per active participant$4,927
Median for plans this size$2,416
2024$4,927 per active participant
2023$4,239 per active participant
2022$4,209 per active participant

The John Cooper School'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.

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$67,350
NEW PINNACLE CONSULTING GROUP, LLC · Pension consulting$6,028
VALIC · Investment advisory (participants) · Loan processing$90

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$76,068 · 0.17%
2023$57,212 · 0.14%
2022$60,910 · 0.15%
Same employer
Similar plansEducational Services · Texas
Letourneau University TX$58.1M · 0.23%
Barbri, Inc. TX$46.9M · 0.02%
Trinity Valley School TX$41.6M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760150423 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.