Plan Ledger DOL Form 5500 · updated monthly

The Rockefeller University403(b)

THE ROCKEFELLER UNIVERSITY RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

The Rockefeller University reported $92,574 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,008 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 0.009% to 0.012%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 141st-largest of 5,648 plans among New York employers on file, and the 60th of 3,091 in educational services. In 2024, the employer put in $1.40 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$839,445,252
Participants with balances4,216
Active participants1,313
Employer contributions$11,827,855
Employee contributions$8,455,002
Employer contribution per active participant$9,008
Average account balance$199,109
Benefits paid to participants$40,472,729
Plan auditDisclaimer of opinion
AuditorKPMG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$839.4M · 4,216 accts · $11.8M emplr
2023$760.9M · 4,224 accts · $11.1M emplr
2022$672.3M · 4,255 accts · $10.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$92,574
Total administrative$92,574
Employer contributions to the The Rockefeller University plan · 2024
Employer contribution per active participant$9,008
Median for plans this size$4,294
2024$9,008 per active participant
2023$8,188 per active participant
2022$7,849 per active participant

The Rockefeller University'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

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$92,574 · 0.01%
2023$77,802 · 0.01%
2022$66,180 · 0.01%
Same employer
Similar plansEducational Services · New York
Hofstra University NY$1.3B · 0.03%
Long Island University NY$1.1B · 0.03%
Research Foundation of Cuny NY$929.2M · 0.06%
Pace University NY$881.5M · 0.06%
Yeshiva University NY$734.3M · 0.05%
New York Medical College NY$719.8M · 0.04%
The New School NY$669.7M · 0.09%
College Board NY$665.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131624158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.