Riverside Health System 401(K) Savings Plan — Form 5500 plan (Riverside Management Services, 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, Riverside Health System 401(K) Savings Plan is a benefit plan reported by Riverside Management Services, Inc. under EIN 52-1241840 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,789 participants and $275,122,898 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$275.1MPlan net assets, end of year$275,122,898
Participants8.8KCovered participants reported8,789
Assets / participant$31.3KComputed: assets ÷ participants$31,303 (computed)
Provider compensation$379.4K1 Schedule C provider row(s)$379,432
Plan sponsor
Riverside Management Services, Inc.
EIN
52-1241840
Plan number
002
Plan type
2
Location
Newport News, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,789H, C20241010141245NAL0021187729001
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)$275.1M total assets
Net assets$275.1MLiabilities$0
Money in vs. money out
Total income / additions$60.1M
Total expenses$17.2M
Benefits paid / distributions$16.8M
Contributions
Employer$17.6M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$275,122,898
Total liabilities (EOY)
$0
Net assets (EOY)
$275,122,898
Net assets (BOY)
$232,223,542

Income & contributions

Employer contributions
$17,575,223
Total contributions
$19,321,464
Total income / additions
$60,134,481

Expenses & distributions

Benefits paid
$16,836,965
Administrative expenses
$379,835
Total expenses
$17,235,125
Net increase / (decrease)
$42,899,356
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.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$379,432$02023

Related Form 5500 pages