Plan Ledger DOL Form 5500 · updated monthly

The Toledo Zoological SocietyProfit-sharing plan

THE TOLEDO ZOOLOGICAL SOCIETY EMPLOYEES RETIREMENT PLAN · TOLEDO, OH · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

The Toledo Zoological Society reported $97,268 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $1,565 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 0.33% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,107th-largest of 3,295 plans among Ohio employers on file, and the 355th of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves; active participation has shrunk from 554 to 494 since 2022.

Plan summary
Net assets, end of year$25,468,417
Participants with balances456
Active participants494
Employer contributions$773,098
Employee contributions$753,811
Employer contribution per active participant$1,565
Average account balance$55,852
Benefits paid to participants$3,087,358
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.5M · 456 accts · $773K emplr
2023$23.9M · 425 accts · $709K emplr
2022$20.1M · 327 accts · $540K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,268
Total administrative$97,268
Employer contributions to the The Toledo Zoological Society plan · 2024
Employer contribution per active participant$1,565
Median for plans this size$2,416
2024$1,565 per active participant
2023$818 per active participant
2022$976 per active participant

The Toledo Zoological Society'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 · 20243
PENSION INNOVATIONS & CONSULTING LL · Other servicesindirect comp
HILEMAN ASSOICATES · Other servicesindirect comp

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$97,268 · 0.39%
2023$80,032 · 0.36%
2022$71,045 · 0.33%
Same employer
Similar plansArts, Entertainment & Recreation · Ohio
Cincinnati Bengals, Inc. OH$51.0M · 0.00%
Jack Ohio Finance LLC OH$46.3M · 0.44%
The Cleveland Museum of Art OH$31.8M · 0.20%
Cincinnati Museum Center OH$25.2M · 0.13%
Playhouse Square Foundation OH$24.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 344440256 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.