Plan Ledger DOL Form 5500 · updated monthly

The Pegasus School403(b)

THE PEGASUS SCHOOL DC RETIREMENT PLAN · HUNTINGTON BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

The Pegasus School reported $27,401 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,720 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 0.06% to 0.10%. 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 2,684th-largest of 9,483 plans among California employers on file, and the 1,293rd of 3,091 in educational services. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,955,663
Participants with balances249
Active participants120
Employer contributions$686,410
Employee contributions$1,208,309
Employer contribution per active participant$5,720
Average account balance$120,304
Benefits paid to participants$1,942,926
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.0M · 249 accts · $686K emplr
2023$26.8M · 250 accts · $670K emplr
2022$22.5M · 232 accts · $616K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,401
Total administrative$27,401
Employer contributions to the The Pegasus School plan · 2024
Employer contribution per active participant$5,720
Median for plans this size$2,416
2024$5,720 per active participant
2023$5,449 per active participant
2022$5,046 per active participant

The Pegasus 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 · 20242
TIAA$18,642
NFP RETIREMENT INC. · Investment advisory (plan)$8,759

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$27,401 · 0.10%
2023$18,441 · 0.07%
2022$12,703 · 0.06%
Same employer
Similar plansEducational Services · California
Thomas Aquinas College CA$31.3M · 0.00%
Sage Hill School CA$29.0M · 0.10%
Holy Names University CA$28.7M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 330162184 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.