Retirement plan

THE WASHINGTON MONTHLY 403(B) PLAN

Name: WASHINGTON MONTHLY - THE WASHINGTON MONTHLY 403(B) PLAN (2025) Form 5500
Creator: WASHINGTON MONTHLY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE WASHINGTON MONTHLY 403(B) PLAN, WASHINGTON MONTHLY

WASHINGTON MONTHLYEIN 52-2325296Plan #001PY 2025

1200 18TH STREET, NW SUITE 330 - WASHINGTON, DC 20036202-955-9010washingtonmonthly.comLinkedIn11-50 employeeswriting and editing

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$142K

+70.3% from 2024

Total participants

0.0% from 2024

Average account balance

$28,431

+36.3% from 2024

Annual return

14.97%

+4.00 pp from 2024

Benchmarks

See 54,432 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort54,432 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$142K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

62.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$160

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$798

$100 / participant

Other / not subdivided$798100.0%

% of EOY assets

0.561%

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

$28,431

$72,071-60.6%

$68,368-58.4%

$137,256-79.3%

Participation rate

62.5%

76.2%-13.7pp

73.8%-11.3pp

80.0%-17.5pp

Annual return

14.97%

353.14%-338.2pp

292.57%-277.6pp

220.34%-205.4pp

Employer contribution / active EE

$2,788-100.0%

$2,649-100.0%

$4,156-100.0%

Participant deferral / active EE

$5,775

$4,410+30.9%

$4,123+40.1%

$6,407-9.9%

Admin fee / account holder

$160

$5,336-97.0%

$5,150-96.9%

$12,270-98.7%

THE WASHINGTON MONTHLY 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE WASHINGTON MONTHLY 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