Plan Ledger DOL Form 5500 · updated monthly

9W Halo Opco L.P. D/B/A Angelica401(k)

9W HALO OPCO L.P. RETIREMENT SAVINGS PLAN F/K/A ANGELICA CORPORATION RETIREMENT SAVINGS PLAN · ILLINOIS, IL · plan year 2022

Reported admin expense ratio · 2022
0.66%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

9W Halo Opco L.P. D/B/A Angelica reported $183,877 in plan administrative expenses for 2022: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $181 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.66% to 2.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other other services employers. By assets it is the 1,676th-largest of 3,702 plans among Illinois employers on file, and the 1,046th of 3,341 in other services. In 2022, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,408,949
Participants with balances1,573
Active participants1,013
Employer contributions$183,612
Employee contributions$345,601
Employer contribution per active participant$181
Average account balance$12,975
Benefits paid to participants$11,025,679
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$226K · 37 accts
2022$20.4M · 1,573 accts · $184K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$153,274
Investment management$12,500
Professional / advisory$16,000
Total administrative$183,877
The 9W Halo Opco L.P. D/B/A Angelica 401(k) match · 2022
Employer contribution per active participant$181
Median for plans this size$2,266

9W Halo Opco L.P. D/B/A Angelica's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$206,609 · 2.00%
2022$183,877 · 0.66%
Similar plansOther Services · Illinois
Tawani Enterprises, Inc. IL$20.7M · 0.49%
Aarete, LLC IL$18.5M · 0.46%
Tps Parking Management, LLC IL$17.0M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371861595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.