Plan Ledger DOL Form 5500 · updated monthly

Washington International School403(b)

WASHINGTON INTERNATIONAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Washington International School reported $14,481 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,902 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 0.08% to 0.02%. 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 114th-largest of 618 plans among District of Columbia employers on file, and the 675th of 3,091 in educational services. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$75,610,174
Participants with balances517
Active participants203
Employer contributions$1,198,119
Employee contributions$1,879,942
Employer contribution per active participant$5,902
Average account balance$146,248
Benefits paid to participants$3,117,042
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.6M · 517 accts · $1.2M emplr
2023$68.3M · 507 accts · $1.2M emplr
2022$60.1M · 505 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,481
Total administrative$14,481
Employer contributions to the Washington International School plan · 2024
Employer contribution per active participant$5,902
Median for plans this size$3,635
2024$5,902 per active participant
2023$5,575 per active participant
2022$5,883 per active participant

Washington International School'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
NEWPORT CAPITAL GROUP · Investment advisory (plan)$9,561
TIAA$1,325

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$14,481 · 0.02%
2023$58,327 · 0.09%
2022$47,258 · 0.08%
Same employer
Similar plansEducational Services · District of Columbia
Sidwell Friends School DC$83.1M · 0.21%
Great Minds Pbc DC$79.6M · 0.21%
The Maret School DC$54.7M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520822077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.