Plan Ledger DOL Form 5500 · updated monthly

The Emory Clinic, Inc.403(b)

THE EMORY CLINIC, INC. RETIREMENT SAVINGS PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

The Emory Clinic, Inc. reported $188,199 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $16,128 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 0.03% to 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 44th-largest of 2,160 plans among Georgia employers on file, and the 178th of 11,911 in health care & social assistance. In 2024, the employer put in $1.31 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$1,029,232,488
Participants with balances3,088
Active participants2,350
Employer contributions$37,900,379
Employee contributions$29,039,852
Employer contribution per active participant$16,128
Average account balance$333,301
Benefits paid to participants$55,160,588
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.0B · 3,088 accts · $37.9M emplr
2023$874.5M · 2,972 accts · $34.3M emplr
2022$700.1M · 2,849 accts · $30.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,470
Investment management$99,229
Audit (IQPA)$22,500
Total administrative$188,199
Employer contributions to the The Emory Clinic, Inc. plan · 2024
Employer contribution per active participant$16,128
Median for plans this size$4,294
2024$16,128 per active participant
2023$13,995 per active participant
2022$11,877 per active participant

The Emory Clinic, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20242
FRAZIER & DEETER · Accounting / audit$22,500
STRATEGIC ADVISORS, INC · Investment advisory (plan)$5,079

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$188,199 · 0.02%
2023$165,048 · 0.02%
2022$214,113 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Emory Healthcare, Inc. GA$2.8B · 0.04%
Northside Hospital, Inc. GA$1.8B · 0.10%
Navicent Health, Inc. GA$575.0M · 0.01%
Curo Health Services, LLC GA$528.0M · 0.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 582030692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.