Plan Ledger DOL Form 5500 · updated monthly

Blue Ridge Orthopaedic Associates, P.C.401(k)

BLUE RIDGE ORTHOPAEDIC ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN · WARRENTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Blue Ridge Orthopaedic Associates, P.C. reported $2,610 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,031 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.

Across the 2 years on file its reported administrative ratio fell from 0.22% to 0.01%. 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 647th-largest of 2,266 plans among Virginia employers on file, and the 2,446th of 11,911 in health care & social assistance. In 2024, the employer put in $1.12 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$35,504,511
Participants with balances198
Active participants122
Employer contributions$857,734
Employee contributions$763,201
Employer contribution per active participant$7,031
Average account balance$179,316
Benefits paid to participants$2,485,389
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.5M · 198 accts · $858K emplr
2023$32.4M · 179 accts · $800K emplr
2022$26.8M · 194 accts · $788K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,610
Total administrative$2,610
The Blue Ridge Orthopaedic Associates, P.C. 401(k) match · 2024
Employer contribution per active participant$7,031
Median for plans this size$2,416
2024$7,031 per active participant
2023$7,406 per active participant
2022$7,103 per active participant

Blue Ridge Orthopaedic Associates, P.C.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$4,335
EDWARD D JONES AND CO · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,610 · 0.01%
2023$55,230 · 0.19%
2022$66,493 · 0.22%
Similar plansHealth Care & Social Assistance · Virginia
Urology of Virginia, PLLC VA$38.1M · 0.02%
Blumont, Inc. VA$35.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541048105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.