Plan Ledger DOL Form 5500 · updated monthly

Chicago Zoological Society401(k)

CHICAGO ZOOLOGICAL SOCIETY RETIREMENT SAVINGS PLAN · BROOKFIELD, IL · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Chicago Zoological Society reported $114,590 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $1,203 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 0.135% to 0.143%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 636th-largest of 3,702 plans among Illinois employers on file, and the 119th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.23 for every $1.00 the employer contributed; active participation has grown from 490 to 575 since 2022.

Plan summary
Net assets, end of year$84,345,454
Participants with balances822
Active participants575
Employer contributions$691,741
Employee contributions$2,926,458
Employer contribution per active participant$1,203
Average account balance$102,610
Benefits paid to participants$7,033,561
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$84.3M · 822 accts · $692K emplr
2023$76.4M · 609 accts · $631K emplr
2022$65.4M · 583 accts · $601K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,723
Investment management$13,867
Total administrative$114,590
The Chicago Zoological Society 401(k) match · 2024
Employer contribution per active participant$1,203
Median for plans this size$3,635
2024$1,203 per active participant
2023$1,129 per active participant
2022$1,227 per active participant

Chicago Zoological Society's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$13,867

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$114,590 · 0.14%
2023$96,194 · 0.14%
2022$100,953 · 0.14%
Same employer
Similar plansArts, Entertainment & Recreation · Illinois
The Art Institute of Chicago IL$211.0M · 0.14%
Health Fitness Corporation IL$79.7M · 0.09%
John G. Shedd Aquarium IL$57.3M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 362167016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.