Plan Ledger DOL Form 5500 · updated monthly

Calverthealth Medical Center, Inc.403(b)

CALVERTHEALTH 403 (B) PLAN · PRINCE FREDERICK, MD · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Calverthealth Medical Center, Inc. reported $122,720 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $2,153 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 0.12% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 148th-largest of 1,671 plans among Maryland employers on file, and the 984th of 11,911 in health care & social assistance. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$114,803,938
Participants with balances1,685
Active participants1,464
Employer contributions$3,152,315
Employee contributions$5,504,622
Employer contribution per active participant$2,153
Average account balance$68,133
Benefits paid to participants$11,941,132
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$114.8M · 1,685 accts · $3.2M emplr
2023$105.5M · 1,751 accts · $3.1M emplr
2022$93.4M · 1,679 accts · $5.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$122,720
Total administrative$122,720
Employer contributions to the Calverthealth Medical Center, Inc. plan · 2024
Employer contribution per active participant$2,153
Median for plans this size$3,635
2024$2,153 per active participant
2023$1,745 per active participant
2022$3,224 per active participant

Calverthealth Medical Center, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
LINCOLN NATIONAL CORPORATION$131,554
FORVIS$69,673

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

Administrative cost history3
2024$122,720 · 0.11%
2023$106,852 · 0.11%
2022$117,335 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Capital Womens Care, LLC MD$147.0M · 0.18%
Pe Gastro Management, LLC MD$136.6M · 0.22%
Hunt Valley Holdings LLC MD$122.5M · 0.43%
Shore Health System, Inc. MD$118.4M · 0.04%
Novavax, Inc. MD$113.2M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 520619000 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.