Plan Ledger DOL Form 5500 · updated monthly

University Co-Operative403(b)

UNIVERSITY CO-OPERATIVE EMPLOYEE SAVINGS PLAN · AUSTIN, TX · plan year 2022

Reported admin expense ratio · 2022
0.77%

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

University Co-Operative reported $13,926 in plan administrative expenses for 2022: 0.77% of average plan assets, above the peer median. Employer contributions averaged $3,088 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Texas (4,918th of 5,688), and 2,858th of 3,091 in educational services. In 2022, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,008,898
Participants with balances81
Active participants44
Employer contributions$135,859
Employee contributions$216,239
Employer contribution per active participant$3,088
Average account balance$24,801
Benefits paid to participants$285,675
Plan auditUnmodified (clean) audit opinion
AuditorARMANINO
Employer contributions to the University Co-Operative plan · 2022
Employer contribution per active participant$3,088
Median for plans this size$1,114

University Co-Operative's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,926 · 0.77%
Similar plansEducational Services · Texas
Interplay Learning, Inc. TX$2.1M · 0.12%
Alliance Strategies, Inc. TX$1.8M · 0.59%
Summit K12 Holdings, Inc TX$1.4M · 0.22%
Asi Gymnastics Management TX$1.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 740960070 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.