Plan Ledger DOL Form 5500 · updated monthly

Congressional Country Club, Inc.401(k)

CONGRESSIONAL COUNTRY CLUB, INC. RETIREMENT SAVINGS PLAN · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Congressional Country Club, Inc. reported $46,529 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,014 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 3 years on file its reported administrative ratio has held roughly steady near 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 597th-largest of 1,671 plans among Maryland employers on file, and the 395th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 257 to 292 since 2022.

Plan summary
Net assets, end of year$22,332,138
Participants with balances269
Active participants292
Employer contributions$588,051
Employee contributions$1,095,750
Employer contribution per active participant$2,014
Average account balance$83,019
Benefits paid to participants$2,175,505
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.3M · 269 accts · $588K emplr
2023$20.5M · 268 accts · $537K emplr
2022$17.5M · 260 accts · $489K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,529
Total administrative$46,529
The Congressional Country Club, Inc. 401(k) match · 2024
Employer contribution per active participant$2,014
Median for plans this size$2,416
2024$2,014 per active participant
2023$1,870 per active participant
2022$1,902 per active participant

Congressional Country Club, Inc.'s 2024 employer contribution ran below 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$46,528
NORTHWESTERN MUTUAL INVESTMENT SERV · Other servicesindirect comp

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$46,529 · 0.22%
2023$45,868 · 0.24%
2022$44,054 · 0.23%
Same employer
Similar plansArts, Entertainment & Recreation · Maryland
Chevy Chase Club, Inc. MD$30.1M · 0.03%
National Aquarium, Inc MD$26.7M · 0.19%
Columbia Country Club MD$12.2M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530050980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.