Plan Ledger DOL Form 5500 · updated monthly

Potomac Case Management Services, Inc.401(k)

POTOMAC CASE MANAGEMENT SERVICES, INC. 401K PLAN · HAGERSTOWN, MD · plan year 2023

Reported admin expense ratio · 2023
0.25%

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

Potomac Case Management Services, Inc. reported $4,335 in plan administrative expenses for 2023: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,473 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 1 year on file its reported administrative ratio rose from 0.16% to 0.25%. 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 Maryland (1,532nd of 1,671), and 10,120th of 11,911 in health care & social assistance. In 2023, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,922,980
Participants with balances95
Active participants108
Employer contributions$159,086
Employee contributions$243,097
Employer contribution per active participant$1,473
Average account balance$20,242
Benefits paid to participants$203,921
Plan auditUnmodified (clean) audit opinion
AuditorBOYER & RITTER, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$1.9M · 95 accts · $159K emplr
2022$1.5M · 110 accts · $156K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,335
Total administrative$4,335
The Potomac Case Management Services, Inc. 401(k) match · 2023
Employer contribution per active participant$1,473
Median for plans this size$1,308
2023$1,473 per active participant
2022$1,678 per active participant

Potomac Case Management Services, 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.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (plan)indirect comp

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

Administrative cost history2
2023$4,335 · 0.25%
2022$2,580 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Columbia Academy Lc MD$2.1M · 1.08%
Tuerk House, Inc. MD$2.0M · 0.90%
Humanim MD$2.0M · 0.87%
Star Community, Inc. MD$1.8M · 1.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 522118801 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.