Plan Ledger DOL Form 5500 · updated monthly

The Oakridge School403(b)

OAKRIDGE SCHOOL 403(B) TDA PLAN · ARLINGTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

The Oakridge School reported $419 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,505 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 fell from 0.01% to 0.00%. 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 1,836th-largest of 5,688 plans among Texas employers on file, and the 1,479th of 3,091 in educational services. In 2024, employees put in $1.56 for every $1.00 the employer contributed; active participation has grown from 131 to 233 since 2022.

Plan summary
Net assets, end of year$23,123,935
Participants with balances261
Active participants233
Employer contributions$350,652
Employee contributions$545,641
Employer contribution per active participant$1,505
Average account balance$88,597
Benefits paid to participants$1,448,617
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.1M · 261 accts · $351K emplr
2023$20.6M · 213 accts · $344K emplr
2022$18.4M · 211 accts · $344K emplr
Employer contributions to the The Oakridge School plan · 2024
Employer contribution per active participant$1,505
Median for plans this size$2,416
2024$1,505 per active participant
2023$2,565 per active participant
2022$2,623 per active participant

The Oakridge School's 2024 employer contribution ran below the $2,416 median for plans its size. 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
TEACHERS INSURANCE & ANNUITY ASSOC · Recordkeeping$495

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

Recordkeeper by year2
2024TEACHERS INSURANCE & ANNUITY ASSOC
2023TEACHERS INSURANCE & ANNUITY ASSOC

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

Administrative cost history3
2024$419 · 0.00%
2023$7,272 · 0.04%
2022$2,625 · 0.01%
Same employer
Similar plansEducational Services · Texas
Watermark Insights, LLC TX$28.8M · 0.15%
Presbyterian School TX$26.7M · 0.26%
The Lamplighter School TX$23.2M · 0.09%
Sxsw LLC TX$23.1M · 0.43%
Imagination Station, Inc TX$21.5M · 0.03%
Trinity Christian Academy TX$20.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751656802 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.