Plan Ledger DOL Form 5500 · updated monthly

Zoological Society of Philadelphia401(k)

THE PHILADELPHIA ZOO 401K RETIREMENT SAVINGS PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Zoological Society of Philadelphia reported $3,365 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,076 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 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,184th-largest of 3,651 plans among Pennsylvania employers on file, and the 318th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,896,046
Participants with balances288
Active participants189
Employer contributions$581,442
Employee contributions$1,026,011
Employer contribution per active participant$3,076
Average account balance$103,806
Benefits paid to participants$599,426
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.9M · 288 accts · $581K emplr
2023$25.2M · 285 accts · $551K emplr
2022$21.0M · 271 accts · $464K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,365
Total administrative$3,365
The Zoological Society of Philadelphia 401(k) match · 2024
Employer contribution per active participant$3,076
Median for plans this size$2,416
2024$3,076 per active participant
2023$2,856 per active participant
2022$2,591 per active participant

Zoological Society of Philadelphia'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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Investment management$3,365

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$3,365 · 0.01%
2023$250 · 0.00%
2022$225 · 0.00%
Same employer
Similar plansArts, Entertainment & Recreation · Pennsylvania
Wind Creek Bethlehem, LLC PA$43.0M · 0.39%
Sugarhouse Hsp Gaming, LP PA$39.3M · 0.03%
Festival Fun Parks, LLC PA$31.9M · 0.11%
Pittsburgh Cultural Trust PA$24.8M · 0.33%
Lemieux Group LP PA$23.2M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231352298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.