Plan Ledger DOL Form 5500 · updated monthly

American Osteopathic Association401(k)

THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES' RETIREMENT AND SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

American Osteopathic Association reported $95,302 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $5,779 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 2 years on file its reported administrative ratio rose from 0.15% to 0.29%. 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 1,199th-largest of 3,702 plans among Illinois employers on file, and the 629th of 3,341 in other services. In 2024, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,516,627
Participants with balances198
Active participants149
Employer contributions$861,002
Employee contributions$1,264,178
Employer contribution per active participant$5,779
Average account balance$174,326
Benefits paid to participants$2,986,314
Plan auditUnmodified (clean) audit opinion
AuditorCBIZ CPAS P. C.
Plan history3
Yearassets · accounts · employer contribution
2024$34.5M · 198 accts · $861K emplr
2023$30.5M · 203 accts · $784K emplr
2022$28.5M · 204 accts · $449K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,714
Investment management$55,588
Total administrative$95,302
The American Osteopathic Association 401(k) match · 2024
Employer contribution per active participant$5,779
Median for plans this size$2,416
2024$5,779 per active participant
2023$5,121 per active participant
2022$3,184 per active participant

American Osteopathic Association'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 · 20242
CREATIVE PLANNING, LLC · Investment advisory (plan)$55,575
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$39,713

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$95,302 · 0.29%
2023$83,253 · 0.28%
2022$42,750 · 0.15%
Same employer
Similar plansOther Services · Illinois
Ache IL$36.0M
Rescar Companies IL$35.8M · 0.04%
Morgan Services, Inc. IL$32.8M · 0.26%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 362170786 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.