Plan Ledger DOL Form 5500 · updated monthly

University of Maryland Surgical Associates, P.A.Money purchase plan

UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

University of Maryland Surgical Associates, P.A. reported $116,091 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $10,961 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 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 519th-largest of 1,671 plans among Maryland employers on file, and the 3,017th of 11,911 in health care & social assistance. active participation has shrunk from 75 to 61 since 2022.

Plan summary
Net assets, end of year$26,740,359
Participants with balances184
Active participants61
Employer contributions$668,636
Employee contributions$0
Employer contribution per active participant$10,961
Average account balance$145,328
Benefits paid to participants$1,377,838
Plan auditUnmodified (clean) audit opinion
AuditorMCLEAN, KOEHLER, SPARKS AND HAMMMON
Plan history3
Yearassets · accounts · employer contribution
2024$26.7M · 184 accts · $669K emplr
2023$24.9M · 189 accts · $1.2M emplr
2022$21.5M · 186 accts · $666K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,019
Investment management$75,072
Total administrative$116,091
Employer contributions to the University of Maryland Surgical Associates, P.A. plan · 2024
Employer contribution per active participant$10,961
Median for plans this size$2,416
2024$10,961 per active participant
2023$19,941 per active participant
2022$8,884 per active participant

University of Maryland Surgical Associates, P.A.'s 2024 employer contribution ran above the $2,416 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
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$75,072

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$116,091 · 0.45%
2023$102,000 · 0.44%
2022$90,731 · 0.44%
Similar plansHealth Care & Social Assistance · Maryland
Infinite Legacy, Inc. MD$26.6M · 0.27%
Johns Hopkins Hospital MD$24.7M · 0.98%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 521557551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.