Plan Ledger DOL Form 5500 · updated monthly

Clearbrook403(b)

CLEARBROOK PENSION SAVINGS PLAN · ARLINGTON HEIGHTS, IL · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Clearbrook reported $91,457 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,141 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 3 years on file its reported administrative ratio has held roughly steady near 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,328th-largest of 3,702 plans among Illinois employers on file, and the 2,803rd of 11,911 in health care & social assistance. In 2024, employees put in $1.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,661,636
Participants with balances1,126
Active participants1,114
Employer contributions$1,270,855
Employee contributions$1,330,176
Employer contribution per active participant$1,141
Average account balance$26,342
Benefits paid to participants$2,143,395
Plan auditDisclaimer of opinion
AuditorDUGAN & LOPATKA CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$29.7M · 1,126 accts · $1.3M emplr
2023$26.2M · 1,103 accts · $1.3M emplr
2022$22.6M · 1,075 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,457
Total administrative$91,457
Employer contributions to the Clearbrook plan · 2024
Employer contribution per active participant$1,141
Median for plans this size$2,416
2024$1,141 per active participant
2023$1,166 per active participant
2022$1,220 per active participant

Clearbrook's 2024 employer contribution ran below the $2,416 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
VALIC RETIREMENT SERVICES COMPANY · Custodial (securities) · Investment advisory (participants)$88,498
VARIABLE ANNUITY LIFE INSURANCE CO · Custodial (securities) · Investment advisory (participants)$2,959

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$91,457 · 0.33%
2023$80,717 · 0.33%
2022$69,062 · 0.32%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Heart & Vascular Partners IL$29.9M · 0.48%
Gailey Eye Clinic, LTD. IL$29.0M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362420176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.