Plan Ledger DOL Form 5500 · updated monthly

Trinity University403(b)

TRINITY UNIVERSITY 403(B) RETIREMENT PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Trinity University reported $230,291 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $8,177 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 0.05% to 0.06%. 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 246th-largest of 5,688 plans among Texas employers on file, and the 148th of 3,091 in educational services. In 2024, the employer put in $2.12 for every $1.00 employees contributed themselves; active participation has grown from 837 to 1,039 since 2022.

Plan summary
Net assets, end of year$375,998,459
Participants with balances1,812
Active participants1,039
Employer contributions$8,495,797
Employee contributions$3,998,195
Employer contribution per active participant$8,177
Average account balance$207,505
Benefits paid to participants$17,512,943
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$376.0M · 1,812 accts · $8.5M emplr
2023$340.3M · 1,796 accts · $7.7M emplr
2022$305.4M · 1,795 accts · $7.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$230,291
Total administrative$230,291
Employer contributions to the Trinity University plan · 2024
Employer contribution per active participant$8,177
Median for plans this size$4,294
2024$8,177 per active participant
2023$7,367 per active participant
2022$8,864 per active participant

Trinity University'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.

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
TIAA-TEACHERS INSURANCE AND ANNUITY · Loan processing$200,202
CAMBRIDGE ASSOCIATES LLC · Investment management$21,077

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$230,291 · 0.06%
2023$189,551 · 0.06%
2022$163,648 · 0.05%
Same employer
Similar plansEducational Services · Texas
Cambium Learning Group, Inc. TX$302.0M · 0.06%
St. Mary's University TX$192.2M · 0.14%
Abilene Christian University TX$163.6M · 0.21%
St. John's School TX$130.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741109633 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.