Retirement plan

MAJOR LEAGUE BASEBALL PLAYERS INVESTMENT PLAN

Name: PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLAN - MAJOR LEAGUE BASEBALL PLAYERS INVESTMENT PLAN (2025) Form 5500
Creator: PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAJOR LEAGUE BASEBALL PLAYERS INVESTMENT PLAN, PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLAN

PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLANEIN 51-0185287Plan #002PY 2025

911 RIDGEBROOK ROAD - SPARKS, MD 21152410-683-6500

Other plans on this EIN

1 filing

#001Retirement-$4.76B assets

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1156.8M

+6.9% from 2024

Total participants

4,675

+1.6% from 2024

Average account balance

$261,180

+5.0% from 2024

Annual return

5.63%

-10.59 pp from 2024

Benchmarks

See 499 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants1,000-4,999

Cohort499 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16B

Not enough data

1 years with asset history on file

Average account balance

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

$261K

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.

4,429

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.

94.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76.45M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+5.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$207

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 10 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930	Recordkeeping	$266,274
ASSOCIATED ADMINISTRATORS, LLC2 years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 10 · EIN 65-1205077	Accounting	$181,068
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050	Legal	$117,417
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780	Accounting	$62,000
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534	Legal	$59,673
GALLAGHER FIDUCIARY ADVISORS, LLC2 years Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971	Advisory (Plan)	$49,656
HORIZON ACTUARIAL SERVICES, LLC2 years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698	Actuarial	$29,368
THE SEGAL COMPANY9 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22	Insurance Broker	$12,512
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194	Insurance Broker	$0
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 72	Other investment fees and expenses	$0

Plan features & details

Pension benefit codes2E2F2G2J2T

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$919K

$206 / participant

Recordkeeping$259K28.2%
Investment mgmt$61K6.6%
Legal$177K19.3%
Actuarial$29K3.2%
Contract admin$181K19.7%
Other / not subdivided$211K23.0%

% of EOY assets

0.079%

all-in expense ratio

Categories reported

5 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SCHULTHEIS & PANETTIERI LLP
Auditor EIN: 131577780
Audit fees: $62,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$261,180

$89,670+191.3%

$130,788+99.7%

$89,670+191.3%

Participation rate

94.5%

71.2%+23.3pp

70.1%+24.4pp

71.2%+23.3pp

Annual return

5.63%

19.66%-14.0pp

386.44%-380.8pp

19.66%-14.0pp

Employer contribution / active EE

$15,061

$4,041+272.7%

$3,558+323.3%

$4,041+272.7%

Participant deferral / active EE

$2,110

$3,962-46.7%

$4,137-49.0%

$3,962-46.7%

Admin fee / account holder

$207

$352-41.0%

$6,673-96.9%

$352-41.0%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1 year

Filed as: THE VANGUARD GROUP INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$266,274

ASSOCIATED ADMINISTRATORS, LLC2 years

Filed as: ASSOCIATED ADMINISTRATORS LLC

Service code 10 · EIN 65-1205077

Accounting

$181,068

MORGAN STANLEY SMITH BARNEY2 years

Filed as: MORGAN LEWIS & BOCKIUS LLP

Service code 29 · EIN 23-0891050

Legal

$117,417

SCHULTHEIS & PANETTIERI, LLP2 years

Filed as: SCHULTHEIS & PANETTIERI LLP

Service code 10 · EIN 13-1577780

Accounting

$62,000

BREDHOFF & KAISER1 year

Filed as: BREDHOFF & KAISER PLLC

Service code 29 · EIN 52-0969534

Legal

$59,673

GALLAGHER FIDUCIARY ADVISORS, LLC2 years

Filed as: GALLAGHER FIDUCIARY ADVISORS LLC

Service code 27 · EIN 36-4291971

Advisory (Plan)

$49,656

HORIZON ACTUARIAL SERVICES, LLC2 years

Filed as: HORIZON ACTUARIAL SERVICES LLC

Service code 11 · EIN 26-1370698

Actuarial

$29,368

THE SEGAL COMPANY9 years

Filed as: SEGAL SELECT INSURANCE SERVICES

Service code 22

Insurance Broker

$12,512

THE SEGAL COMPANY2 years

Filed as: SEGAL SELECT INSURANCE SERVICES INC

Service code 22 · EIN 46-0619194

Insurance Broker

THE VANGUARD GROUP, INC.1 year

Filed as: THE VANGUARD GROUP, INC

Service code 72

Other investment fees and expenses

MAJOR LEAGUE BASEBALL PLAYERS INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAJOR LEAGUE BASEBALL PLAYERS INVESTMENT 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