Plan Ledger DOL Form 5500 · updated monthly

Woodbury University403(b)

WOODBURY UNIVERSITY 403(B) RETIREMENT PLAN FOR EMPLOYEES · BURBANK, CA · plan year 2023

Reported admin expense ratio · 2023
0.08%

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

Woodbury University reported $28,919 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,735 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 0.29% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other educational services employers. By assets it is the 2,253rd-largest of 9,483 plans among California employers on file, and the 1,113th of 3,091 in educational services. In 2023, employees put in $1.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,507,909
Participants with balances399
Active participants216
Employer contributions$1,022,708
Employee contributions$1,250,534
Employer contribution per active participant$4,735
Average account balance$94,005
Benefits paid to participants$2,308,405
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$27.9M
2023$37.5M · 399 accts · $1.0M emplr
2022$32.5M · 394 accts · $975K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$28,179
Total administrative$28,919
Employer contributions to the Woodbury University plan · 2023
Employer contribution per active participant$4,735
Median for plans this size$2,440
2023$4,735 per active participant
2022$4,620 per active participant

Woodbury University's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
TIAA · Recordkeeping$28,778

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 history4
2025Not separately reported
2024$31,395 · 0.10%
2023$28,919 · 0.08%
2022$101,999 · 0.29%
Same employer
Similar plansEducational Services · California
Oaks Christian School CA$40.9M · 0.07%
The Branson School CA$40.7M · 0.16%
Bentley School, Inc. CA$39.1M · 0.00%
The Archer School for Girls CA$37.3M · 0.21%
The Hamlin School CA$37.3M · 0.15%
Kipp Foundation CA$37.0M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952786163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.