Plan Ledger DOL Form 5500 · updated monthly

Walsh Jesuit High School401(k)

WALSH JESUIT HIGH SCHOOL 401(K) PLAN · CUYAHOGA FALLS, OH · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Walsh Jesuit High School reported $45,222 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,228 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 fell from 0.40% to 0.38%. 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 among the smaller plans on file in Ohio (1,786th of 3,295), and 1,952nd of 3,091 in educational services. In 2024, employees put in $2.38 for every $1.00 the employer contributed; active participation has grown from 129 to 148 since 2022.

Plan summary
Net assets, end of year$12,391,434
Participants with balances167
Active participants148
Employer contributions$329,718
Employee contributions$783,390
Employer contribution per active participant$2,228
Average account balance$74,200
Benefits paid to participants$1,637,726
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.4M · 167 accts · $330K emplr
2023$11.5M · 154 accts · $327K emplr
2022$10.2M · 157 accts · $313K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,252
Investment management$26,970
Total administrative$45,222
The Walsh Jesuit High School 401(k) match · 2024
Employer contribution per active participant$2,228
Median for plans this size$2,416
2024$2,228 per active participant
2023$2,460 per active participant
2022$2,427 per active participant

Walsh Jesuit High School's 2024 employer contribution ran below the $2,416 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
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$26,338

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$45,222 · 0.38%
2023$42,258 · 0.39%
2022$44,866 · 0.40%
Same employer
Similar plansEducational Services · Ohio
Lawrence School OH$8.9M · 0.21%
Urban Community School OH$7.0M · 0.10%
Ccde/Oakstone Academy OH$6.9M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340947373 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.