Plan Ledger DOL Form 5500 · updated monthly

Toledo Museumof Art403(b)

TOLEDO MUSEUM OF ART 403(B) RETIREMENT SAVINGS PLAN · TOLEDO, OH · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Toledo Museumof Art reported $37,743 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $1,501 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 0.66% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Ohio (2,432nd of 3,295), and 876th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,922,487
Participants with balances251
Active participants196
Employer contributions$294,209
Employee contributions$470,577
Employer contribution per active participant$1,501
Average account balance$23,596
Benefits paid to participants$850,356
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 251 accts · $294K emplr
2023$4.9M · 241 accts · $264K emplr
2022$4.7M · 275 accts · $230K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,443
Total administrative$37,743
Employer contributions to the Toledo Museumof Art plan · 2024
Employer contribution per active participant$1,501
Median for plans this size$1,313
2024$1,501 per active participant
2023$1,349 per active participant
2022$1,107 per active participant

Toledo Museumof Art's 2024 employer contribution ran above the $1,313 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
GLOBAL RETIREMENT PARTNERS LLCindirect 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$37,743 · 0.70%
2023$37,451 · 0.78%
2022$27,629 · 0.66%
Same employer
Similar plansArts, Entertainment & Recreation · Ohio
Holden Arboretum OH$9.5M · 0.00%
Akron Zoological Park OH$5.4M · 0.92%
Cincinnati Ballet Company OH$3.7M · 0.69%
Kenwood Country Club OH$3.7M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 344434678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.