Retirement plan

403(B) THRIFT PLAN OF THE RALPH M. PARSONS FOUNDATION

Name: THE RALPH M. PARSONS FOUNDATION - 403(B) THRIFT PLAN OF THE RALPH M. PARSONS FOUNDATION (2025) Form 5500
Creator: THE RALPH M. PARSONS FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF THE RALPH M. PARSONS FOUNDATION, THE RALPH M. PARSONS FOUNDATION

THE RALPH M. PARSONS FOUNDATIONEIN 95-6085895Plan #002PY 2025

601 S. FIGUEROA, SUITE 5000 - LOS ANGELES, CA 90017213-425-0867rmpf.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$8.1M

+10.0% from 2024

Total participants

-9.5% from 2024

Average account balance

$477,650

+23.0% from 2024

Annual return

14.79%

-3.54 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

$8.12M

Not enough data

1 years with asset history on file

Average account balance

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

$478K

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.

106.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$639K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

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

+14.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$58276

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 codes2G3D2J2E2T

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$991K

$61918 / participant

Other / not subdivided$991K100.0%

% of EOY assets

12.201%

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

$477,650

$72,071+562.7%

$68,368+598.6%

$137,256+248.0%

Participation rate

87.5%

76.2%+11.3pp

73.8%+13.7pp

80.0%+7.5pp

Annual return

14.79%

353.14%-338.4pp

292.57%-277.8pp

220.34%-205.6pp

Employer contribution / active EE

$25,858

$2,788+827.5%

$2,649+876.2%

$4,156+522.2%

Participant deferral / active EE

$14,051

$4,410+218.6%

$4,123+240.8%

$6,407+119.3%

Admin fee / account holder

$58,276

$5,336+992.2%

$5,150+1031.6%

$12,270+374.9%

403(B) THRIFT PLAN OF THE RALPH M. PARSONS FOUNDATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF THE RALPH M. PARSONS FOUNDATION

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