Retirement plan

UNIVERSITY OF MARYLAND ANESTHESIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

Name: UNIVERSITY OF MARYLAND ANESTHESIA ASSOCIATES, P.A. - UNIVERSITY OF MARYLAND ANESTHESIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: UNIVERSITY OF MARYLAND ANESTHESIA ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY OF MARYLAND ANESTHESIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST, UNIVERSITY OF MARYLAND ANESTHESIA ASSOCIATES, P.A.

UNIVERSITY OF MARYLAND ANESTHESIA ASSOCIATES, P.A.EIN 52-1076158Plan #002PY 2025

22 SOUTH GREENE STREET - BALTIMORE, MD 21201410-328-3698LinkedIn51-200 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$15.6M

+14.1% from 2024

Total participants

128

+10.3% from 2024

Average account balance

$128,605

+9.4% from 2024

Annual return

11.97%

-4.73 pp from 2024

Benchmarks

See 8,256 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort8,256 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$15.56M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$129K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

121

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

170.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$732K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.97%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3733

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2H2R2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$452K

$6362 / participant

Other / not subdivided$452K100.0%

% of EOY assets

2.903%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$128,605

$78,690+63.4%

$161,489-20.4%

$87,485+47.0%

Participation rate

90.1%

67.5%+22.7pp

78.7%+11.4pp

68.9%+21.2pp

Annual return

11.97%

32.74%-20.8pp

89.72%-77.8pp

26.06%-14.1pp

Employer contribution / active EE

$10,308

$2,588+298.3%

$4,268+141.5%

$2,596+297.1%

Participant deferral / active EE

$3,311-100.0%

$5,630-100.0%

$4,274-100.0%

Admin fee / account holder

$3,733

$6,724-44.5%

$16,006-76.7%

$7,775-52.0%

UNIVERSITY OF MARYLAND ANESTHESIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSITY OF MARYLAND ANESTHESIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion