The Urban Institute403(b)
THE URBAN INSTITUTE RETIREMENT PLAN · WASHINGTON, DC · plan year 2024
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
The Urban Institute reported $209,276 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $9,919 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 0.08% to 0.07%. 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 37th-largest of 618 plans among District of Columbia employers on file, and the 174th of 3,091 in educational services. In 2024, employees put in $1.07 for every $1.00 the employer contributed.
The Urban Institute'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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 520880375 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.