Maximus Gsa Retirement Plan — Form 5500 plan (Maximus, Inc.)

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, Maximus Gsa Retirement Plan is a benefit plan reported by Maximus, Inc. under EIN 54-1000588 and plan number 002. The latest loaded filing year is 2023. The filing reports 16,016 participants and $19,927,723 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.9MPlan net assets, end of year$19,927,723
Participants16KCovered participants reported16,016
Assets / participant$1.2KComputed: assets ÷ participants$1,244 (computed)
Provider compensation$98.2K1 Schedule C provider row(s)$98,163
Plan sponsor
Maximus, Inc.
EIN
54-1000588
Plan number
002
Plan type
2
Location
Mclean, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316,016H, C20241011170344NAL0045237202001
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)$19.9M total assets
Net assets$19.9MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$3.3M
Benefits paid / distributions$3.2M
Contributions
Employer$3M
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$19,927,723
Total liabilities (EOY)
$0
Net assets (EOY)
$19,927,723
Net assets (BOY)
$17,075,888

Income & contributions

Employer contributions
$3,025,052
Participant contributions
$0
Total contributions
$3,028,685
Total income / additions
$6,124,482

Expenses & distributions

Benefits paid
$3,173,780
Administrative expenses
$98,867
Total expenses
$3,272,647
Net increase / (decrease)
$2,851,835
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 100%Participant 0%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income52%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$98,163$02023

Related Form 5500 pages