Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS, INC.

Name: MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS, INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS, INC. (2023) Form 5500
Creator: MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS, INC., MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS, INC.

MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS, INC.EIN 52-1749231Plan #002PY 2023

1500 UNION AVE STE 2500 - BALTIMORE, MD 212111987410-727-6367

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.9M

+28.2% from 2022

Total participants

+2.9% from 2022

Average account balance

$94,671

+3.4% from 2022

Annual return

18.92%

+36.04 pp from 2022

Benchmarks

See 9,823 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,823 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.46M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$137K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$34337

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2F2G2T3D

Plan features

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$46

$2 / participant

Other / not subdivided$46100.0%

% of EOY assets

0.002%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$94,671

$57,281+65.3%

$86,612+9.3%

$75,163+26.0%

Participation rate

81.5%

63.2%+18.3pp

71.7%+9.8pp

67.2%+14.3pp

Annual return

18.92%

2670.75%-2651.8pp

591.07%-572.1pp

160.62%-141.7pp

Employer contribution / active EE

$2,791

$2,314+20.6%

$3,022-7.6%

$2,670+4.6%

Participant deferral / active EE

$5,063

$3,318+52.6%

$4,438+14.1%

$4,125+22.7%

Admin fee / account holder

$4,112-100.0%

$5,614-100.0%

$5,651-100.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF MARYLAND ASSOCIATION OF NONPROFIT ORGANIZATIONS, INC.

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