Plan Ledger DOL Form 5500 · updated monthly

Healthcare Trust of America, Inc.401(k)

HEALTHCARE REALTY TRUST INC. 401(K) PROFIT SHARING PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Healthcare Trust of America, Inc. reported $68,856 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $2,353 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 3 years on file its reported administrative ratio has held roughly steady near 0.140%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 182nd-largest of 1,285 plans among Arizona employers on file, and the 275th of 2,096 in real estate & leasing. In 2024, employees put in $2.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$51,715,961
Participants with balances670
Active participants548
Employer contributions$1,289,375
Employee contributions$3,851,222
Employer contribution per active participant$2,353
Average account balance$77,188
Benefits paid to participants$6,983,332
Plan auditUnmodified (clean) audit opinion
AuditorFMC CPAS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$51.7M · 670 accts · $1.3M emplr
2023$46.9M · 746 accts · $1.4M emplr
2022$39.3M · 631 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,856
Total administrative$68,856
The Healthcare Trust of America, Inc. 401(k) match · 2024
Employer contribution per active participant$2,353
Median for plans this size$2,416
2024$2,353 per active participant
2023$2,370 per active participant
2022$2,134 per active participant

Healthcare Trust of America, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$68,856

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$68,856 · 0.14%
2023$83,377 · 0.19%
2022$57,366 · 0.14%
All plans at this employer2
HEALTHCARE TRUST OF AMERICA, INC. 401(K) PLAN401(k)
HEALTHCARE REALTY TRUST INC. 401(K) PROFIT SHARING PLAN401(k)
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Opendoor Labs Inc. AZ$67.5M · 0.25%
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Progress Residential AZ$61.4M · 0.57%
Robson Communities, Inc. AZ$51.5M · 0.11%
Vestar Properties, Inc. AZ$22.4M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204738467 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.