Plan Ledger DOL Form 5500 · updated monthly

Bacharach Institute for RehabilitationMoney purchase plan

BACHARACH INSTITUTE FOR REHABILITATION PENSION PLAN · POMONA, NJ · plan year 2022

Reported admin expense ratio · 2022
0.10%

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

Bacharach Institute for Rehabilitation reported $13,483 in plan administrative expenses for 2022: 0.10% of average plan assets, below the peer median. Employer contributions averaged $763 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 0.10% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Jersey (1,361st of 2,419), and the 4,992nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$12,654,424
Participants with balances550
Active participants618
Employer contributions$471,652
Employee contributions—
Employer contribution per active participant$763
Average account balance$23,008
Benefits paid to participants$1,304,914
Plan auditQualified audit opinion
AuditorCAPALDI REYNOLDS & PELOSI
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 134 accts · $13K emplr
2023$5.5M · 267 accts · $291K emplr
2022$12.7M · 550 accts · $472K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,483
Total administrative$13,483
Employer contributions to the Bacharach Institute for Rehabilitation plan · 2022
Employer contribution per active participant$763
Median for plans this size$2,266
2024$2,188 per active participant
2023$19,426 per active participant
2022$763 per active participant

Bacharach Institute for Rehabilitation'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
2024$6,181 · 0.14%
2023$12,271 · 0.14%
2022$13,483 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Alternatives, Inc. NJ$13.2M · 0.02%
Cfg Health Systems, L.L.C. NJ$13.1M · 0.39%
The Childsmiles Group, LLC NJ$13.1M · 0.45%
Kayal Medical Group LLC NJ$12.3M · 0.62%
Accurate Monitoring, LLC NJ$12.3M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210634964 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.