Plan Ledger DOL Form 5500 · updated monthly

Western University of Health Sciences403(b)

WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN · POMONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Western University of Health Sciences reported $231,106 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $6,228 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 rose from 0.00% to 0.07%. 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 373rd-largest of 9,483 plans among California employers on file, and the 171st of 3,091 in educational services. In 2024, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$335,855,781
Participants with balances2,296
Active participants1,304
Employer contributions$8,121,253
Employee contributions$9,825,011
Employer contribution per active participant$6,228
Average account balance$146,279
Benefits paid to participants$27,244,005
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$335.9M · 2,296 accts · $8.1M emplr
2023$300.6M · 2,292 accts · $7.9M emplr
2022$258.2M · 2,223 accts · $7.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$213,825
Total administrative$231,106
Employer contributions to the Western University of Health Sciences plan · 2024
Employer contribution per active participant$6,228
Median for plans this size$4,294
2024$6,228 per active participant
2023$5,321 per active participant
2022$5,144 per active participant

Western University of Health Sciences's 2024 employer contribution ran above the $4,294 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 · Claims processing · Recordkeeping$215,115
MUTUAL OF AMERICA LIFE INSURANCE CO · Claims processing · Recordkeeping$1,833

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America, TIAA
2023Mutual of America, TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$231,106 · 0.07%
2023$129,385 · 0.05%
2022$6,117 · 0.00%
Same employer
Similar plansEducational Services · California
Santa Clara University CA$520.4M · 0.02%
University of San Francisco CA$468.2M · 0.05%
Pomona College CA$380.0M · 0.03%
Occidental College CA$320.8M · 0.05%
National University CA$319.3M · 0.10%
Azusa Pacific University CA$313.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953127273 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.