Retirement plan

AUPHA 403(B) PLAN

Name: ASSOCIATION OF UNIVERSITY PROGRAMS IN HEALTH ADMINISTRATION - AUPHA 403(B) PLAN (2025) Form 5500
Creator: ASSOCIATION OF UNIVERSITY PROGRAMS IN HEALTH ADMINISTRATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUPHA 403(B) PLAN, ASSOCIATION OF UNIVERSITY PROGRAMS IN HEALTH ADMINISTRATION

ASSOCIATION OF UNIVERSITY PROGRAMS IN HEALTH ADMINISTRATIONEIN 36-6110249Plan #001PY 2025

1730 RHODE ISLAND AVE, NW, STE 810 - WASHINGTON, DC 20036202-763-7283aupha.orgLinkedIn1-10 employeeshigher education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.7M

+20.8% from 2024

Total participants

-6.1% from 2024

Average account balance

$148,174

+28.8% from 2024

Annual return

24.54%

-5.16 pp from 2024

Benchmarks

See 25,286 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort25,286 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.67M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$148K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

409.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+24.54%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$7913

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2L2F2G3D2M2T2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$356K

$32372 / participant

Other / not subdivided$356K100.0%

% of EOY assets

5.340%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$148,174

$102,595+44.4%

$94,057+57.5%

$154,746-4.2%

Participation rate

90.9%

76.0%+14.9pp

73.3%+17.6pp

80.7%+10.2pp

Annual return

24.54%

583.42%-558.9pp

480.62%-456.1pp

172.34%-147.8pp

Employer contribution / active EE

$5,771

$3,147+83.4%

$2,933+96.7%

$4,379+31.8%

Participant deferral / active EE

$7,473

$5,118+46.0%

$4,709+58.7%

$6,730+11.0%

Admin fee / account holder

$7,913

$7,736+2.3%

$7,244+9.2%

$14,365-44.9%

AUPHA 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUPHA 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion