Plan Ledger DOL Form 5500 · updated monthly

The Young Men's and Young Women's Hebrew Associa403(b)

92ND STREET Y 403(B) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

The Young Men's and Young Women's Hebrew Associa reported $81,944 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $15 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 0.24% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,936th-largest of 5,648 plans among New York employers on file, and the 1,278th of 3,091 in educational services. In 2024, employees put in $223.55 for every $1.00 the employer contributed; active participation has grown from 509 to 634 since 2022.

Plan summary
Net assets, end of year$30,479,364
Participants with balances729
Active participants634
Employer contributions$9,397
Employee contributions$2,100,710
Employer contribution per active participant$15
Average account balance$41,810
Benefits paid to participants$1,202,029
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.5M · 729 accts · $9K emplr
2023$26.2M · 647 accts
2022$23.8M · 594 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,944
Total administrative$81,944
Employer contributions to the The Young Men's and Young Women's Hebrew Associa plan · 2024
Employer contribution per active participant$15
Median for plans this size$2,416

The Young Men's and Young Women's Hebrew Associa's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20245
TIAA · Recordkeeping$45,578
ALLIANT INSURANCE SERVICES · Contract administrator$27,078
BRIGHTHOUSE LIFE INSURANCE COMPANY · Contract administrator$809
LINCOLN NATIONAL CORPORATION · Contract administrator$25
METLIFE INSURANCE COMPANY · Contract administratorindirect comp

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$81,944 · 0.29%
2023$66,682 · 0.27%
2022$58,658 · 0.24%
Same employer
Similar plansEducational Services · New York
The Summit Center Inc. NY$32.5M · 0.36%
Medaille University NY$31.6M · 0.02%
Acelero, Inc. NY$31.1M · 0.64%
The Stony Brook School NY$30.7M · 0.20%
Trudeau Institute, Inc. NY$29.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131624229 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.