Plan Ledger DOL Form 5500 · updated monthly

The Pew Charitable Trusts401(k)

THE PEW CHARITABLE TRUSTS SAVINGS PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

The Pew Charitable Trusts reported $134,985 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $15,056 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 0.04% to 0.03%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other other services employers. By assets it is the 177th-largest of 3,651 plans among Pennsylvania employers on file, and the 32nd of 3,341 in other services. In 2024, the employer put in $1.28 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$428,175,446
Participants with balances1,722
Active participants1,018
Employer contributions$15,327,410
Employee contributions$12,003,574
Employer contribution per active participant$15,056
Average account balance$248,650
Benefits paid to participants$23,506,881
Plan auditUnmodified (clean) audit opinion
AuditorKPMG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$428.2M · 1,722 accts · $15.3M emplr
2023$371.7M · 1,726 accts · $14.4M emplr
2022$315.6M · 1,763 accts · $13.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$134,985
Total administrative$134,985
The The Pew Charitable Trusts 401(k) match · 2024
Employer contribution per active participant$15,056
Median for plans this size$4,294
2024$15,056 per active participant
2023$14,551 per active participant
2022$13,883 per active participant

The Pew Charitable Trusts's 2024 employer contribution ran above the $4,294 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$134,985

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$134,985 · 0.03%
2023$145,407 · 0.04%
2022$146,533 · 0.04%
Similar plansOther Services · Pennsylvania
Corecivic of Tennessee, LLC TN$507.7M · 0.19%
Duncan Aviation, Inc. NE$446.1M · 0.11%
Vgm Group Inc IA$414.4M
Jump Operations, LLC IL$405.1M · 0.04%
Shutterfly, LLC CA$380.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231512117 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.