Department of Labor filing

UNIVERSITY OF MOUNT OLIVE

UNIVERSITY OF MOUNT OLIVE 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

17filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$548

Reported employer contributions per active participant.

Higher than about 14% of comparable plans

#People in the filing

186

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$209 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 23% of comparable plans

↗Investment performance

Not available

Plan assets changed 2.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202417out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions14th percentileTypical peer $1,873 · based on 503 comparable plans

Lower reported administrative expense23rd percentileTypical peer $108 · based on 522 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, UNIVERSITY OF MOUNT OLIVE reported $101,953 in employer contributions across the plan and 186 active participants. That works out to $548 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy39%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 40.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 7.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context17/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $101,953
Participant contributions: $686,964
Other contributions: $252,932
Employer share of reported contributions: 12.9%
Beginning assets: $27,493,946
Ending assets: $28,064,098
Ending net assets: $28,064,098
Ending liabilities: $0
Total income: $3,990,729
Total expenses: $3,420,577
Administrative expenses: $100,546
Participant loans: $96,309

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$916

2023

$216

2024

$548

Plan-paid administrative expenses per participant

2022

$226

2023

$188

2024

$209

Active participants

2022

274

2023

209

2024

186

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$548	186	28.1M	20251009131624NAL0016179602001
2023	$216	209	27.5M	20241218091648NAL0003530865001
2022	$916	274	25.7M	20231015151239NAL0023854195001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 560623936-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Mar 1, 1962
Industry: Educational services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
TIAA	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251009131624NAL0016179602001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗