Plan Ledger DOL Form 5500 · updated monthly

Emory Healthcare, Inc.403(b)

EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Emory Healthcare, Inc. reported $1,058,764 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $2,456 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 0.06% to 0.04%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 15th-largest of 2,160 plans among Georgia employers on file, and the 59th of 11,911 in health care & social assistance. In 2024, employees put in $1.49 for every $1.00 the employer contributed; active participation has grown from 20,830 to 35,518 since 2022.

Plan summary
Net assets, end of year$2,770,557,878
Participants with balances34,169
Active participants35,518
Employer contributions$87,239,676
Employee contributions$129,754,020
Employer contribution per active participant$2,456
Average account balance$81,084
Benefits paid to participants$230,401,301
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.8B · 34,169 accts · $87.2M emplr
2023$2.4B · 33,869 accts · $77.6M emplr
2022$2.1B · 31,883 accts · $70.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$943,679
Investment management$80,432
Audit (IQPA)$34,653
Total administrative$1,058,764
Employer contributions to the Emory Healthcare, Inc. plan · 2024
Employer contribution per active participant$2,456
Median for plans this size$5,259
2024$2,456 per active participant
2023$3,267 per active participant
2022$3,378 per active participant

Emory Healthcare, Inc.'s 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom 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 · 20244
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$24,922
CBIZ BENEFITS AND INSURANCE SERVICE · Accounting / audit$19,653
FRAZIER & DEETER · Accounting / audit$15,000
SAVANT CAPITAL MANAGEMENT$10,224

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$1,058,764 · 0.04%
2023$992,462 · 0.04%
2022$1,354,801 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Piedmont Healthcare, Inc. GA$2.9B · 0.07%
Northside Hospital, Inc. GA$1.8B · 0.10%
The Emory Clinic, Inc. GA$1.0B · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582137993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.