Plan Ledger DOL Form 5500 · updated monthly

Williams College403(b)

WILLIAMS COLLEGE RETIREMENT INCOME PLAN · WILLIAMSTOWN, MA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Williams College reported $281,732 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $7,101 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 0.035% to 0.042%. 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 81st-largest of 2,726 plans among Massachusetts employers on file, and the 68th of 3,091 in educational services. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$701,263,244
Participants with balances3,205
Active participants1,525
Employer contributions$10,829,064
Employee contributions$9,318,854
Employer contribution per active participant$7,101
Average account balance$218,803
Benefits paid to participants$43,654,742
Plan auditDisclaimer of opinion
AuditorMP, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$701.3M · 3,205 accts · $10.8M emplr
2023$651.3M · 3,010 accts · $9.8M emplr
2022$584.6M · 2,929 accts · $10.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$187,065
Investment management$76,502
Audit (IQPA)$18,165
Total administrative$281,732
Employer contributions to the Williams College plan · 2024
Employer contribution per active participant$7,101
Median for plans this size$4,294
2024$7,101 per active participant
2023$6,625 per active participant
2022$7,012 per active participant

Williams College'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 · 20243
TIAA · Recordkeeping · Pension consulting$187,065
FIDUCIENT ADVISORS, LLC · Investment management$76,502
MP, P.C. · Accounting / audit$18,165

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$281,732 · 0.04%
2023$251,674 · 0.04%
2022$222,200 · 0.04%
Same employer
Similar plansEducational Services · Massachusetts
Trustees of Tufts College MA$1.0B · 0.05%
Brandeis University MA$923.1M · 0.04%
Wellesley College MA$787.3M · 0.05%
Trustees of Boston College MA$765.2M · 0.01%
Amherst College Trustees MA$635.7M · 0.05%
Smith College MA$628.7M · 0.03%
Suffolk University MA$531.2M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 042104847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.