Plan Ledger DOL Form 5500 · updated monthly

Hart to Heart Ambulance Service, Inc. dba Hart to Heart Transportation401(k)

JMS GROUP RETIREMENT PLAN · FOREST HILL, MD · plan year 2022

Reported admin expense ratio · 2022
0.79%

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

Hart to Heart Ambulance Service, Inc. dba Hart to Heart Transportation reported $12,370 in plan administrative expenses for 2022: 0.79% of average plan assets, higher than ~75% of peers. Employer contributions averaged $395 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maryland (1,565th of 1,671), and 10,501st of 11,911 in health care & social assistance. In 2022, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,458,712
Participants with balances53
Active participants209
Employer contributions$82,496
Employee contributions$119,018
Employer contribution per active participant$395
Average account balance$27,523
Benefits paid to participants$98,658
Plan auditUnmodified (clean) audit opinion
The Hart to Heart Ambulance Service, Inc. dba Hart to Heart Transportation 401(k) match · 2022
Employer contribution per active participant$395
Median for plans this size$1,114

Hart to Heart Ambulance Service, Inc. dba Hart to Heart Transportation's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$12,370 · 0.79%
Similar plansHealth Care & Social Assistance · Maryland
Btst Services LLC MD$1.7M · 1.45%
Total Care Services Inc MD$1.5M · 1.36%
Hope Health Systems Inc. MD$1.4M · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521992227 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.