Healthcare Appraisers, Inc.ESOP
HEALTHCARE APPRAISERS, INC. ESOP · BOCA RATON, FL · plan year 2022
Healthcare Appraisers, Inc.'s 2022 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 $17,294,856 across 129 participant accounts, with employer contributions averaging $6,495 per active participant. See methodology for what Form 5500 does and doesn't capture.
Across the 1 year on file its reported administrative ratio rose from 0.09% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,243rd-largest of 3,644 plans among Florida employers on file, and 6,057th of 11,654 in professional & technical services.
Healthcare Appraisers, Inc.'s 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top 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.
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Source: U.S. Department of Labor, Form 5500 series, EIN 364343782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.