Plan Ledger DOL Form 5500 · updated monthly

The New York Academy of Medicine403(b)

THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.09%

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

The New York Academy of Medicine reported $39,543 in plan administrative expenses for 2025: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,990 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 3 years on file its reported administrative ratio fell from 0.094% to 0.088%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 1,441st-largest of 5,648 plans among New York employers on file, and the 978th of 3,091 in educational services. In 2025, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,981,901
Participants with balances440
Active participants57
Employer contributions$284,432
Employee contributions$432,852
Employer contribution per active participant$4,990
Average account balance$104,504
Benefits paid to participants$4,246,506
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$46.0M · 440 accts · $284K emplr
2024$43.6M · 445 accts · $302K emplr
2023$41.7M · 451 accts · $301K emplr
2022$38.0M · 456 accts · $301K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$25,717
Audit (IQPA)$10,001
Total administrative$39,543
Employer contributions to the The New York Academy of Medicine plan · 2025
Employer contribution per active participant$4,990
Median for plans this size$2,666
2025$4,990 per active participant
2024$5,119 per active participant
2023$4,624 per active participant
2022$5,368 per active participant

The New York Academy of Medicine's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TIAA · Pension consulting · Investment advisory (plan)$25,717
PKF O'CONNOR DAVIES, LLP · Accounting / audit$10,001

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

Recordkeeper by year3
2025TIAA
2024TIAA
2023TIAA

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

Administrative cost history4
2025$39,543 · 0.09%
2024$47,420 · 0.11%
2023$23,633 · 0.06%
2022$42,161 · 0.09%
Similar plansEducational Services · New York
World Economic Forum LLC NY$49.3M · 0.05%
The League School NY$46.8M · 0.01%
The Leffell School NY$45.8M · 0.17%
Wells College NY$45.4M · 0.08%
Nichols School of Buffalo NY$45.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131656674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.