Plan Ledger DOL Form 5500 · updated monthly

Montgomery County Emergency Service403(b)

MONTGOMERY COUNTY MH/MR EMERGENCY SERVICE RETIREMENT PLAN · NORRISTOWN, PA · plan year 2024

Employer contribution per participant · 2024
$1,508

Montgomery County Emergency Service's 2024 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 $14,297,717 across 209 participant accounts, with employer contributions averaging $1,508 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.46% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (1,910th of 3,651), and the 4,621st of 11,911 in health care & social assistance. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,297,717
Participants with balances209
Active participants206
Employer contributions$310,642
Employee contributions$477,335
Employer contribution per active participant$1,508
Average account balance$68,410
Benefits paid to participants$1,228,400
Plan auditDisclaimer of opinion
AuditorHEFFLER, RADETICH & SAITTA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 209 accts · $311K emplr
2023$12.3M · 202 accts · $248K emplr
2022$9.8M · 219 accts · $87K emplr
Employer contributions to the Montgomery County Emergency Service plan · 2024
Employer contribution per active participant$1,508
Median for plans this size$2,416
2024$1,508 per active participant
2023$1,126 per active participant
2022$425 per active participant

Montgomery County Emergency Service'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.

Service providers · 20242
SOUTHEASTERN EMPLOYEE BENEFIT SERVI · Contract administrator$6,166

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$12,114 · 0.11%
2022$54,592 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Philadelphia Fight PA$14.5M · 0.01%
Access Services, Inc. PA$14.1M · 0.05%
Abraxas Alliance, Inc. PA$14.0M · 0.26%
Waverly Senior Services PA$13.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231894907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.