Plan Ledger DOL Form 5500 · updated monthly

Ursinus College403(b)

URSINUS COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN · COLLEGEVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Ursinus College reported $92,347 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $4,323 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 357th-largest of 3,651 plans among Pennsylvania employers on file, and the 366th of 3,091 in educational services. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has shrunk from 447 to 384 since 2022.

Plan summary
Net assets, end of year$147,795,091
Participants with balances1,009
Active participants384
Employer contributions$1,659,958
Employee contributions$2,628,463
Employer contribution per active participant$4,323
Average account balance$146,477
Benefits paid to participants$11,334,046
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$147.8M · 1,009 accts · $1.7M emplr
2023$138.7M · 1,005 accts · $2.0M emplr
2022$122.0M · 972 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,223
Investment management$24,124
Total administrative$92,347
Employer contributions to the Ursinus College plan · 2024
Employer contribution per active participant$4,323
Median for plans this size$3,635
2024$4,323 per active participant
2023$4,459 per active participant
2022$4,187 per active participant

Ursinus College's 2024 employer contribution ran above the $3,635 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
TIAA · Recordkeeping · Pension consulting$69,847
CAPFINANCIAL PARTNERS LLC · Investment management$22,500

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$92,347 · 0.06%
2023$84,754 · 0.06%
2022$59,819 · 0.05%
Same employer
Similar plansEducational Services · Pennsylvania
Arcadia University PA$170.9M · 0.00%
Elizabethtown College PA$154.0M · 0.09%
University of Scranton PA$153.8M · 0.09%
Allegheny College PA$151.6M · 0.08%
Moravian University PA$147.6M · 0.10%
Kings College PA$144.2M · 0.05%
Dickinson College PA$142.6M · 0.06%
Juniata College PA$138.0M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231177930 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.