Retirement plan

AMERICAN POLITICAL SCIENCE ASSOCIATION DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN

Name: AMERICAN POLITICAL SCIENCE ASSOCIATION - AMERICAN POLITICAL SCIENCE ASSOCIATION DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN (2025) Form 5500
Creator: AMERICAN POLITICAL SCIENCE ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN POLITICAL SCIENCE ASSOCIATION DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN, AMERICAN POLITICAL SCIENCE ASSOCIATION

AMERICAN POLITICAL SCIENCE ASSOCIATIONEIN 53-0200001Plan #001PY 2025

1527 NEW HAMSPHIRE AVE NW - WASHINGTON, DC 200361203202-483-2512apsanet.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$12M

+15.3% from 2024

Total participants

100

+2.0% from 2024

Average account balance

$120,363

+13.0% from 2024

Annual return

15.26%

+3.38 pp from 2024

Benchmarks

See 8,165 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,165 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.04M

Not enough data

1 years with asset history on file

Average account balance

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

$120K

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.

100

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.

243.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$623K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+15.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6240

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 codes2M2F2G2L2S2T3D

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$624K

$15219 / participant

Other / not subdivided$624K100.0%

% of EOY assets

5.184%

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

$120,363

$49,976+140.8%

$66,674+80.5%

$82,637+45.7%

Participation rate

100.0%

63.1%+36.9pp

73.7%+26.3pp

68.1%+31.9pp

Annual return

15.26%

39.09%-23.8pp

321.24%-306.0pp

53.51%-38.2pp

Employer contribution / active EE

$8,017

$1,988+303.2%

$2,620+206.0%

$2,552+214.1%

Participant deferral / active EE

$7,189

$2,847+152.5%

$4,084+76.0%

$4,126+74.2%

Admin fee / account holder

$6,240

$4,594+35.8%

$5,098+22.4%

$7,339-15.0%

AMERICAN POLITICAL SCIENCE ASSOCIATION DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN POLITICAL SCIENCE ASSOCIATION DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT 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