Plan Ledger DOL Form 5500 · updated monthly

St. Martin's-In-The-Pines403(b)

ST. MARTIN'S-IN-THE-PINES TAX DEFERRED ANNUITY RETIREMENT PLAN · BIRMINGHAM, AL · plan year 2022

Reported admin expense ratio · 2022
0.37%

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

St. Martin's-In-The-Pines reported $8,398 in plan administrative expenses for 2022: 0.37% of average plan assets, below the peer median. Employer contributions averaged $422 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Alabama (809th of 902), and 10,200th of 11,911 in health care & social assistance. In 2022, employees put in $1.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,823,794
Participants with balances219
Active participants292
Employer contributions$123,125
Employee contributions$163,643
Employer contribution per active participant$422
Average account balance$8,328
Benefits paid to participants$772,736
Plan auditUnmodified (clean) audit opinion
Employer contributions to the St. Martin's-In-The-Pines plan · 2022
Employer contribution per active participant$422
Median for plans this size$1,114

St. Martin's-In-The-Pines's 2022 employer contribution ran below the $1,114 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.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$8,398 · 0.37%
Similar plansHealth Care & Social Assistance · Alabama
Extendicare, Inc. AL$2.1M · 0.10%
McBh, LLC AL$2.0M · 1.09%
Southern Springs AL$1.8M · 1.21%
Hatley Health Care, Inc. AL$1.7M · 0.90%
Community Senior Life AL$1.5M · 1.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630386404 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.