Plan Ledger DOL Form 5500 · updated monthly

National Capital Treatment and Recovery403(b)

NATIONAL CAPITAL TREATMENT AND RECOVERY 403(B) PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

National Capital Treatment and Recovery reported $41,684 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $3,573 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 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (1,576th of 2,266), and 6,324th of 11,911 in health care & social assistance. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 141 to 173 since 2022.

Plan summary
Net assets, end of year$8,300,397
Participants with balances178
Active participants173
Employer contributions$618,077
Employee contributions$808,379
Employer contribution per active participant$3,573
Average account balance$46,631
Benefits paid to participants$638,435
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 178 accts · $618K emplr
2023$6.7M · 162 accts · $421K emplr
2022$5.1M · 172 accts · $321K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,684
Total administrative$41,684
Employer contributions to the National Capital Treatment and Recovery plan · 2024
Employer contribution per active participant$3,573
Median for plans this size$1,313
2024$3,573 per active participant
2023$3,236 per active participant
2022$2,278 per active participant

National Capital Treatment and Recovery's 2024 employer contribution ran above the $1,313 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.

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
LINCOLN NATIONAL CORPORATION · Contract administrator$41,684

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$41,684 · 0.56%
2023$32,670 · 0.55%
2022$27,485 · 0.54%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Beach Eye Care, Inc. VA$8.6M · 0.35%
Masonic Home of Virginia VA$8.0M · 0.58%
SOAR365 VA$7.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540805530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.