Plan Ledger DOL Form 5500 · updated monthly

Endeavor Health401(k)

ENDEAVOR HEALTH 401(K) PLAN · EVANSTON, IL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Endeavor Health reported $1,069,856 in plan administrative expenses for 2024: 0.05% of average plan assets, above the peer median. Employer contributions averaged $4,081 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 1 year on file its reported administrative ratio rose from 0.04% to 0.05%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 40th-largest of 3,702 plans among Illinois employers on file, and the 72nd of 11,911 in health care & social assistance. In 2024, employees put in $1.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,318,356,133
Participants with balances28,097
Active participants28,506
Employer contributions$116,342,966
Employee contributions$197,707,542
Employer contribution per active participant$4,081
Average account balance$82,513
Benefits paid to participants$194,423,416
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$2.3B · 28,097 accts · $116.3M emplr
2023$1.9B · 18,477 accts · $26.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$502,835
Audit (IQPA)$78,500
Total administrative$1,069,856
The Endeavor Health 401(k) match · 2024
Employer contribution per active participant$4,081
Median for plans this size$5,259
2024$4,081 per active participant
2023$934 per active participant

Endeavor Health's 2024 employer contribution ran below the $5,259 median for plans its size. 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 · 20244
SEYFARTH SHAW · Legal$524,730
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$463,204
MITCHELL & TITUS, LLP · Accounting / audit$78,500
FIDUCIENT ADVISORS · Investment advisory (plan)$7,500

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

Administrative cost history2
2024$1,069,856 · 0.05%
2023$591,205 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Novant Health, Inc. NC$2.5B · 0.11%
Mainehealth Services ME$2.5B · 0.08%
Norton Healthcare, Inc. KY$2.3B · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874520691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.