Plan Ledger DOL Form 5500 · updated monthly

Emergeortho PA401(k)

EMERGEORTHO PA RETIREMENT PLAN · DURHAM, NC · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Emergeortho PA reported $163,626 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $6,143 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 rose from 0.07% to 0.08%. 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 117th-largest of 2,005 plans among North Carolina employers on file, and the 610th of 11,911 in health care & social assistance. In 2024, employees put in $1.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$213,777,822
Participants with balances1,899
Active participants1,014
Employer contributions$6,229,447
Employee contributions$7,755,659
Employer contribution per active participant$6,143
Average account balance$112,574
Benefits paid to participants$8,573,926
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS, JUDY & TUCKER, PA
Plan history3
Yearassets · accounts · employer contribution
2024$213.8M · 1,899 accts · $6.2M emplr
2023$183.6M · 1,893 accts · $5.7M emplr
2022$149.3M · 1,918 accts · $6.0M emplr
The Emergeortho PA 401(k) match · 2024
Employer contribution per active participant$6,143
Median for plans this size$3,635
2024$6,143 per active participant
2023$5,775 per active participant
2022$6,391 per active participant

Emergeortho PA's 2024 employer contribution ran above 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
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$121,784
FORVIS · Accounting / audit$44,291

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$163,626 · 0.08%
2023$117,424 · 0.07%
2022$125,064 · 0.07%
All plans at this employer2
EMERGEORTHO PA RETIREMENT PLAN401(k)
EMERGEORTHO PA RETIREMENT PLAN 2401(k)
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Caromont Health, Inc. NC$510.8M · 0.01%
Orthocarolina, P.A. NC$408.4M · 0.07%
Affordable Care, LLC NC$235.2M · 0.20%
Piedmont Healthcare, P.A. NC$177.0M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561079264 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.