Plan Ledger DOL Form 5500 · updated monthly

The New-York Historical Society403(b)

THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.21%

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

The New-York Historical Society reported $77,886 in plan administrative expenses for 2025: 0.21% of average plan assets, below the peer median. Employer contributions averaged $4,846 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 rose from 0.07% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,625th-largest of 5,648 plans among New York employers on file, and the 260th of 1,311 in arts, entertainment & recreation. In 2025, the employer put in $1.00 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$39,127,400
Participants with balances488
Active participants220
Employer contributions$1,066,140
Employee contributions$1,060,916
Employer contribution per active participant$4,846
Average account balance$80,179
Benefits paid to participants$3,876,973
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$39.1M · 488 accts · $1.1M emplr
2024$35.8M · 483 accts · $1.1M emplr
2023$34.2M · 523 accts · $1.1M emplr
2022$29.3M · 511 accts · $927K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$38,671
Investment management$20,585
Audit (IQPA)$18,630
Total administrative$77,886
Employer contributions to the The New-York Historical Society plan · 2025
Employer contribution per active participant$4,846
Median for plans this size$2,666
2025$4,846 per active participant
2024$4,984 per active participant
2023$4,600 per active participant
2022$3,961 per active participant

The New-York Historical Society'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 · 20253
TIAA · Recordkeeping · Pension consulting$40,096
CAPFINANCIAL PARTNERS. LLC · Investment advisory (plan)$20,585
PFK O'CONNOR DAVIES, LLP · Accounting / audit$18,630

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$77,886 · 0.21%
2024$49,686 · 0.14%
2023$33,781 · 0.11%
2022$20,068 · 0.07%
Same employer
Similar plansArts, Entertainment & Recreation · New York
The Corning Museum of Glass NY$39.2M · 0.04%
Brooklyn Nets LLC NY$38.7M · 0.47%
Japan Society, Inc. NY$34.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131624124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.