Plan Ledger DOL Form 5500 · updated monthly

Casa Central Social Services Corporation401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CASA CENTRAL SOCIAL SERVICES CORPORATION · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.21%

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

Casa Central Social Services Corporation reported $7,132 in plan administrative expenses for 2023: 0.21% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,149th of 3,702), and 8,857th of 11,911 in health care & social assistance. active participation has grown from 565 to 652 since 2022.

Plan summary
Net assets, end of year$3,572,250
Participants with balances587
Active participants652
Employer contributions$0
Employee contributions$352,233
Employer contribution per active participant$0
Average account balance$6,086
Benefits paid to participants$338,780
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 532 accts
2023$3.6M · 587 accts
2022$3.1M · 525 accts
The Casa Central Social Services Corporation 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Casa Central Social Services Corporation's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$7,132

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$5,887 · 0.18%
2023$7,132 · 0.21%
2022$4,217 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
La Cross Dental, LLC IL$3.6M · 0.64%
Ctf Illinois IL$3.5M · 0.96%
Gareda, LLC IL$3.5M · 0.60%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 362728618 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.