Plan Ledger DOL Form 5500 · updated monthly

The Rogosin Institute, Inc.403(b)

THE ROGOSIN INSTITUTE, INC. RETIREMENT PLAN FOR NON-UNION EMPLOYEES · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

The Rogosin Institute, Inc. reported $64,577 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $3,227 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 0.04% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 880th-largest of 5,648 plans among New York employers on file, and the 1,193rd of 11,911 in health care & social assistance. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$89,269,733
Participants with balances532
Active participants446
Employer contributions$1,439,418
Employee contributions$2,723,905
Employer contribution per active participant$3,227
Average account balance$167,800
Benefits paid to participants$8,201,560
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$89.3M · 532 accts · $1.4M emplr
2023$84.0M · 600 accts · $1.5M emplr
2022$72.9M · 574 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,999
Trustee / custodial$13,578
Total administrative$64,577
Employer contributions to the The Rogosin Institute, Inc. plan · 2024
Employer contribution per active participant$3,227
Median for plans this size$3,635
2024$3,227 per active participant
2023$3,317 per active participant
2022$2,895 per active participant

The Rogosin Institute, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$50,998
NEWPORT TRUST COMPANY · Trustee$13,578

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$64,577 · 0.07%
2023$32,901 · 0.04%
2022$32,217 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · New York
Nyack Hospital NY$98.0M · 0.22%
Cassena Care, LLC NY$97.4M · 0.57%
Village Care of New York NY$88.0M · 0.13%
Centerlight Health System NY$87.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133184198 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.