Plan Ledger DOL Form 5500 · updated monthly

Hematology Oncology Assoc. of Fredericksburg, Inc401(k)

HEMATOLOGY ONCOLOGY ASSOCIATES OF FREDERICKSBURG, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN · FREDERICKSBURG, VA · plan year 2023

Employer contribution per participant · 2023
$1,661

Hematology Oncology Assoc. of Fredericksburg, 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 $7,467,929 across 134 participant accounts, with employer contributions averaging $1,661 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (1,632nd of 2,266), and 6,670th of 11,911 in health care & social assistance. In 2023, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,467,929
Participants with balances134
Active participants109
Employer contributions$181,063
Employee contributions$391,952
Employer contribution per active participant$1,661
Average account balance$55,731
Benefits paid to participants$158,384
The Hematology Oncology Assoc. of Fredericksburg, Inc 401(k) match · 2023
Employer contribution per active participant$1,661
Median for plans this size$1,308

Hematology Oncology Assoc. of Fredericksburg, Inc's 2023 employer contribution ran above the $1,308 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.

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Source: U.S. Department of Labor, Form 5500 series, EIN 541441458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.