Plan Ledger DOL Form 5500 · updated monthly

Genetics & Ivf Institute, Inc.ESOP

GENETICS & IVF INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN · FAIRFAX, VA · plan year 2023

Employer contribution per participant · 2023
$3,731

Genetics & Ivf Institute, Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $42,231,630 across 335 participant accounts, with employer contributions averaging $3,731 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 562nd-largest of 2,266 plans among Virginia employers on file, and the 2,141st of 11,911 in health care & social assistance. active participation has grown from 111 to 134 since 2022.

Plan summary
Net assets, end of year$42,231,630
Participants with balances335
Active participants134
Employer contributions$500,000
Employee contributions—
Employer contribution per active participant$3,731
Average account balance$126,065
Benefits paid to participants$532,600
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 335 accts
2023$42.2M · 335 accts · $500K emplr
2022$32.7M · 311 accts · $500K emplr
Employer contributions to the Genetics & Ivf Institute, Inc. plan · 2023
Employer contribution per active participant$3,731
Median for plans this size$2,440
2023$3,731 per active participant
2022$4,505 per active participant

Genetics & Ivf Institute, Inc.'s 2023 employer contribution ran above the $2,440 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.

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$2,670 · 0.01%
2023Not separately reported
2022Not separately reported
All plans at this employer2
GENETICS & IVF INSTITUTE PROFIT SHARING PLAN401(k)
GENETICS & IVF INSTITUTE EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Capital Hospice VA$40.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541296887 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.