Plan Ledger DOL Form 5500 · updated monthly

Association of Perioperative Registered Nurses401(k)

AORN 401(K) SAVINGS PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Association of Perioperative Registered Nurses reported $68,389 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $4,128 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 0.24% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 393rd-largest of 1,461 plans among Colorado employers on file, and the 4,368th of 11,654 in professional & technical services. In 2024, employees put in $2.96 for every $1.00 the employer contributed; active participation has shrunk from 160 to 133 since 2022.

Plan summary
Net assets, end of year$28,165,389
Participants with balances197
Active participants133
Employer contributions$549,001
Employee contributions$1,622,998
Employer contribution per active participant$4,128
Average account balance$142,972
Benefits paid to participants$2,858,776
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.2M · 197 accts · $549K emplr
2023$25.1M · 220 accts · $560K emplr
2022$21.4M · 223 accts · $525K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,389
Total administrative$68,389
The Association of Perioperative Registered Nurses 401(k) match · 2024
Employer contribution per active participant$4,128
Median for plans this size$2,416
2024$4,128 per active participant
2023$3,479 per active participant
2022$3,284 per active participant

Association of Perioperative Registered Nurses'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$68,384
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)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$68,389 · 0.26%
2023$58,084 · 0.25%
2022$55,104 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Colorado
Unavco, Inc. CO$29.6M · 0.07%
Design Workshop, Inc. CO$29.3M · 0.17%
Hukariascendent, Inc. CO$29.0M · 0.34%
Samuel Engineering, Inc. CO$28.6M · 0.21%
Crossfit, LLC CO$27.6M · 0.01%
Insurance Technologies, LLC CO$27.1M · 0.24%
Richey May & Co., LLP CO$26.9M · 0.21%
Quantum Metric Inc CO$26.7M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131882322 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.