Plan Ledger DOL Form 5500 · updated monthly

Wheaton Academy403(b)

WHEATON ACADEMY 403(B) DC PLAN · WEST CHICAGO, IL · plan year 2025

Reported admin expense ratio · 2025
0.23%

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

Wheaton Academy reported $27,365 in plan administrative expenses for 2025: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,761 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 0.04% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Illinois (2,155th of 3,702), and 1,931st of 3,091 in educational services. In 2025, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,679,198
Participants with balances173
Active participants89
Employer contributions$245,736
Employee contributions$462,246
Employer contribution per active participant$2,761
Average account balance$73,290
Benefits paid to participants$340,604
Plan auditUnmodified (clean) audit opinion
AuditorCAPIN CROUSE LLC
Plan history4
Yearassets · accounts · employer contribution
2025$12.7M · 173 accts · $246K emplr
2024$10.6M · 170 accts · $228K emplr
2023$8.9M · 161 accts · $211K emplr
2022$7.6M · 156 accts · $198K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$27,365
Total administrative$27,365
Employer contributions to the Wheaton Academy plan · 2025
Employer contribution per active participant$2,761
Median for plans this size$2,666
2025$2,761 per active participant
2024$2,556 per active participant
2023$2,449 per active participant
2022$2,355 per active participant

Wheaton Academy's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TIAA · Plan administrator · Recordkeeping$15,251
FIDUCIENT ADVISORS, LLC · Investment advisory (plan)$12,114

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

Recordkeeper by year3
2025TIAA
2024TIAA
2023TIAA

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

Administrative cost history4
2025$27,365 · 0.23%
2024$13,834 · 0.14%
2023$3,213 · 0.04%
2022Not separately reported
Similar plansEducational Services · Illinois
Flinn Scientific, Inc. IL$12.8M · 0.13%
Vision for Hope IL$11.5M · 0.94%
Elgin Academy IL$11.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362388793 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.