Plan Ledger DOL Form 5500 · updated monthly

Shock Trauma Associates, P.A.403(b)

SHOCK TRAUMA ASSOCIATES, P.A. TAX DEFERRED ANNUITY PLAN · BALTIMORE, MD · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Shock Trauma Associates, P.A. reported $6,581 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,255 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 2 years on file its reported administrative ratio fell from 0.043% to 0.036%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 658th-largest of 1,671 plans among Maryland employers on file, and the 3,758th of 11,911 in health care & social assistance. In 2023, the employer put in $2.27 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$19,513,468
Participants with balances139
Active participants90
Employer contributions$382,976
Employee contributions$168,656
Employer contribution per active participant$4,255
Average account balance$140,385
Benefits paid to participants$389,598
Plan auditDisclaimer of opinion
AuditorBDO USA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.0M · 144 accts · $374K emplr
2023$19.5M · 139 accts · $383K emplr
2022$16.6M · 142 accts · $339K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,581
Total administrative$6,581
Employer contributions to the Shock Trauma Associates, P.A. plan · 2023
Employer contribution per active participant$4,255
Median for plans this size$2,440
2024$4,352 per active participant
2023$4,255 per active participant
2022$4,039 per active participant

Shock Trauma Associates, P.A.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

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$6,997 · 0.04%
2023$6,581 · 0.04%
2022$6,733 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
American Kidney Fund, Inc. MD$20.1M · 0.00%
Cvr Management, LLC MD$19.7M · 0.20%
Essential Brands, Inc. MD$19.5M · 0.33%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 521119350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.