Plan5500

The Johns Hopkins University Income Deferral 403(B) Plan For Residents, Interns And Postdoctoral Fellows — Form 5500 plan (Johns Hopkins University Office Of Benefits Services)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Johns Hopkins University Income Deferral 403(B) Plan For Residents, Interns And Postdoctoral Fellows is a benefit plan reported by Johns Hopkins University Office Of Benefits Services under EIN 52-0595110 and plan number 005. The latest loaded filing year is 2023. The filing reports 5,929 participants and $103,683,645 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$103.7MPlan net assets, end of year$103,683,645
Participants5.9KCovered participants reported5,929
Assets / participant$17.5KComputed: assets ÷ participants$17,488 (computed)
Provider compensation$108.7K1 Schedule C provider row(s)$108,718
Plan sponsor
Johns Hopkins University Office Of Benefits Services
EIN
52-0595110
Plan number
005
Plan type
2
Location
Baltimore, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,929H, C20241004114730NAL0011380401004
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$103.7M total assets
Net assets$103.7MLiabilities—
Money in vs. money out
Total income / additions$24.6M
Total expenses$3.9M
Benefits paid / distributions$3.8M
Contributions
Employer$991.7K
Participant$6.2M
Full reported line items

Net assets

Total assets (EOY)
$103,683,645
Net assets (EOY)
$103,683,645
Net assets (BOY)
$82,975,624

Income & contributions

Employer contributions
$991,697
Participant contributions
$6,177,085
Total contributions
$7,478,026
Total income / additions
$24,580,288

Expenses & distributions

Benefits paid
$3,763,493
Administrative expenses
$108,774
Total expenses
$3,872,267
Net increase / (decrease)
$20,708,021
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 14%Participant 86%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaRECORDKEEPER$108,718$02023

Related Form 5500 pages