Plan Ledger DOL Form 5500 · updated monthly

Academyhealth403(b)

ACADEMYHEALTH RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.60%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Academyhealth reported $146,076 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,910 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 299th-largest of 618 plans among District of Columbia employers on file, and the 3,260th of 11,911 in health care & social assistance. In 2024, employees put in $1.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,951,647
Participants with balances175
Active participants139
Employer contributions$404,467
Employee contributions$447,799
Employer contribution per active participant$2,910
Average account balance$136,867
Benefits paid to participants$4,368,540
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN, ROSENBERG & FREEDMAN
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,067
Audit (IQPA)$116,009
Total administrative$146,076
Employer contributions to the Academyhealth plan · 2024
Employer contribution per active participant$2,910
Median for plans this size$2,416

Academyhealth's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TIAA$10,067
TRIBRIDGE PARTNERS FINANCIAL LLC · Consulting$10,000
MML INVESTORS SERVICES, LLC · Investment advisory (plan)$10,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$146,076 · 0.60%
Similar plansHealth Care & Social Assistance · District of Columbia
Cw Financial Services LLC DC$34.5M · 0.41%
Accion International DC$27.5M · 0.15%
Whitman-Walker Clinic, Inc. DC$25.4M · 0.03%
Some, Inc. DC$22.4M · 0.87%
Special Olympics, Inc. DC$21.1M · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 521260918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.