Plan Ledger DOL Form 5500 · updated monthly

The National Organization For401(k)

403(B) THRIFT PLAN OF THE NATIONAL ORGANIZATION FOR RARE DISORDERS, INC. · DANBURY, CT · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

The National Organization For reported $1,279 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,096 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 0.006% to 0.014%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (757th of 1,106), and the 5,730th of 11,911 in health care & social assistance. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has grown from 92 to 114 since 2022.

Plan summary
Net assets, end of year$9,910,719
Participants with balances172
Active participants114
Employer contributions$466,958
Employee contributions$635,426
Employer contribution per active participant$4,096
Average account balance$57,620
Benefits paid to participants$545,048
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 172 accts · $467K emplr
2023$8.1M · 158 accts · $469K emplr
2022$6.7M · 146 accts · $406K emplr
The The National Organization For 401(k) match · 2024
Employer contribution per active participant$4,096
Median for plans this size$1,313
2024$4,096 per active participant
2023$4,510 per active participant
2022$4,412 per active participant

The National Organization For's 2024 employer contribution ran above the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,657

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,279 · 0.01%
2023$795 · 0.01%
2022$442 · 0.01%
Similar plansHealth Care & Social Assistance · Connecticut
Star Inc., Lighting the Way CT$10.4M · 0.37%
Community Residences, Inc. CT$10.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133223946 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.