Plan Ledger DOL Form 5500 · updated monthly

American Academy of Orthopaedic Surgeons401(k)

AAOS RETIREMENT PLAN · ROSEMONT, IL · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

American Academy of Orthopaedic Surgeons reported $84,498 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $11,360 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 3 years on file its reported administrative ratio has held roughly steady near 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 898th-largest of 3,702 plans among Illinois employers on file, and the 422nd of 3,341 in other services. In 2024, the employer put in $1.42 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$51,030,910
Participants with balances298
Active participants197
Employer contributions$2,238,014
Employee contributions$1,575,492
Employer contribution per active participant$11,360
Average account balance$171,245
Benefits paid to participants$3,875,542
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.0M · 298 accts · $2.2M emplr
2023$44.5M · 302 accts · $2.2M emplr
2022$37.4M · 304 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,750
Investment management$22,748
Total administrative$84,498
The American Academy of Orthopaedic Surgeons 401(k) match · 2024
Employer contribution per active participant$11,360
Median for plans this size$2,416
2024$11,360 per active participant
2023$10,684 per active participant
2022$10,227 per active participant

American Academy of Orthopaedic Surgeons's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$62,702
MMA SECURITIES LLC · Investment advisory (plan)$22,748
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$84,498 · 0.18%
2023$73,527 · 0.18%
2022$70,867 · 0.17%
Same employer
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Aarete, Inc. IL$55.0M
Planet Equity Group, LLC IL$53.3M · 0.49%
American Lung Association IL$49.8M · 0.19%
Syndigo LLC IL$49.6M · 0.38%
Hydro, Inc. IL$49.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362110592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.