Plan Ledger DOL Form 5500 · updated monthly

Winchester Thurston School403(b)

THE WINCHESTER THURSTON SCHOOL 403(B) RETIREMENT PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Winchester Thurston School reported $85,954 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $3,184 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 0.28% to 0.31%. 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 the 1,200th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,305th of 3,091 in educational services. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has grown from 147 to 163 since 2022.

Plan summary
Net assets, end of year$29,264,904
Participants with balances349
Active participants163
Employer contributions$519,048
Employee contributions$705,835
Employer contribution per active participant$3,184
Average account balance$83,854
Benefits paid to participants$1,586,316
Plan auditUnmodified (clean) audit opinion
AuditorGROSSMAN YANAK & FORD LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.3M · 349 accts · $519K emplr
2023$26.4M · 387 accts · $500K emplr
2022$23.0M · 378 accts · $477K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,954
Total administrative$85,954
Employer contributions to the Winchester Thurston School plan · 2024
Employer contribution per active participant$3,184
Median for plans this size$2,416
2024$3,184 per active participant
2023$3,357 per active participant
2022$3,242 per active participant

Winchester Thurston School's 2024 employer contribution ran above 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
HENDERSON BROS. RET. PLAN SERV. · Contract administrator$54,500
TIAA · Contract administrator$31,979

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$85,954 · 0.31%
2023$72,814 · 0.29%
2022$71,014 · 0.28%
Same employer
Similar plansEducational Services · Pennsylvania
Wilson College PA$34.4M · 0.19%
Keystone College PA$33.7M · 0.12%
Chestnut Hill College PA$31.5M · 0.06%
Lincoln Learning Solutions PA$31.1M · 0.03%
Malvern Preparatory School PA$28.8M · 0.16%
The Ellis School PA$28.2M · 0.06%
Cora Services, Inc. PA$27.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251030691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.