Plan Ledger DOL Form 5500 · updated monthly

Yeshiva University403(b)

YESHIVA UNIVERSITY RETIREMENT INCOME PLAN (BASIC PLAN) · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Yeshiva University reported $341,399 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $2,128 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 0.03% to 0.05%. 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 158th-largest of 5,648 plans among New York employers on file, and the 66th of 3,091 in educational services. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 1,895 to 2,155 since 2022.

Plan summary
Net assets, end of year$734,333,709
Participants with balances2,962
Active participants2,155
Employer contributions$4,586,304
Employee contributions$9,583,946
Employer contribution per active participant$2,128
Average account balance$247,918
Benefits paid to participants$61,807,364
Plan auditUnmodified (clean) audit opinion
AuditorCROWE HORWATH LLP
Plan history3
Yearassets · accounts · employer contribution
2024$734.3M · 2,962 accts · $4.6M emplr
2023$684.2M · 2,740 accts · $4.4M emplr
2022$624.0M · 2,826 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,380
Investment management$143,850
Total administrative$341,399
Employer contributions to the Yeshiva University plan · 2024
Employer contribution per active participant$2,128
Median for plans this size$4,294
2024$2,128 per active participant
2023$2,091 per active participant
2022$1,819 per active participant

Yeshiva University's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$133,334
CAPTRUST · Plan administrator · Consulting$84,518
SEYFARTH · Consulting$65,483
CROWE LLP · Consulting$35,167

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$341,399 · 0.05%
2023$273,147 · 0.04%
2022$189,133 · 0.03%
All plans at this employer2
YESHIVA UNIVERSITY RETIREMENT INCOME PLAN (BASIC PLAN)403(b)
YESHIVA UNIVERSITY AFTER-TAX ANNUITY PLAN403(b)
Same employer
Similar plansEducational Services · New York
Long Island University NY$1.1B · 0.03%
Research Foundation of Cuny NY$929.2M · 0.06%
Pace University NY$881.5M · 0.06%
The Rockefeller University NY$839.4M · 0.01%
New York Medical College NY$719.8M · 0.04%
The New School NY$669.7M · 0.09%
College Board NY$665.5M · 0.01%
Ithaca College NY$635.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131624225 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.