Plan Ledger DOL Form 5500 · updated monthly

Martha and Mary Health Services401(k)

MARTHA AND MARY 403(B) PLAN · POULSBO, WA · plan year 2022

Employer contribution per participant · 2022
$65

Martha and Mary Health Services'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 $858,020 across 65 participant accounts, with employer contributions averaging $65 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Washington (1,645th of 1,714), and 3,101st of 3,341 in other services. In 2022, employees put in $8.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$858,020
Participants with balances65
Active participants338
Employer contributions$22,129
Employee contributions$196,023
Employer contribution per active participant$65
Average account balance$13,200
Benefits paid to participants$122,672
Plan auditUnmodified (clean) audit opinion
The Martha and Mary Health Services 401(k) match · 2022
Employer contribution per active participant$65
Median for plans this size$331

Martha and Mary Health Services's 2022 employer contribution ran below the $331 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.

Similar plansOther Services · Washington
Fedelta Home Care LLC WA$1.4M · 2.07%
Marcis & Associates TX$876K · 0.05%
Pawnee Tribal Development OK$873K · 2.03%
Family Wellness LLC ND$869K · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943229627 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.