Plan Ledger DOL Form 5500 · updated monthly

Genesis Health, Inc. D/B/A Brooks Rehabilitation403(b)

BROOKS REHABILITATION 403(B) RETIREMENT PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Genesis Health, Inc. D/B/A Brooks Rehabilitation reported $244,934 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $3,478 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 0.209%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 274th-largest of 3,644 plans among Florida employers on file, and the 915th of 11,911 in health care & social assistance. In 2024, employees put in $1.69 for every $1.00 the employer contributed; active participation has shrunk from 1,756 to 1,032 since 2022.

Plan summary
Net assets, end of year$123,240,020
Participants with balances2,096
Active participants1,032
Employer contributions$3,589,222
Employee contributions$6,079,404
Employer contribution per active participant$3,478
Average account balance$58,798
Benefits paid to participants$13,058,985
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$123.2M · 2,096 accts · $3.6M emplr
2023$111.2M · 2,215 accts · $3.0M emplr
2022$92.6M · 2,319 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$182,656
Investment management$62,278
Total administrative$244,934
Employer contributions to the Genesis Health, Inc. D/B/A Brooks Rehabilitation plan · 2024
Employer contribution per active participant$3,478
Median for plans this size$3,635
2024$3,478 per active participant
2023$3,155 per active participant
2022$1,748 per active participant

Genesis Health, Inc. D/B/A Brooks Rehabilitation's 2024 employer contribution ran below the $3,635 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$181,949
NFP RETIREMENT INC · Consulting · Insurance services$58,000
VALIC · Investment advisory (participants) · Investment management$707
CHARLES SCHWAB & CO, INC. · Securities brokerage$100
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$244,934 · 0.21%
2023$209,262 · 0.21%
2022$219,469 · 0.21%
All plans at this employer2
BROOKS REHABILITATION 401(K) RETIREMENT PLAN401(k)
BROOKS REHABILITATION 403(B) RETIREMENT PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Florida
Borland-Groover Clinic, P.A. FL$127.0M · 0.11%
Jupiter Medical Center, Inc. FL$126.0M · 0.30%
Lakeview Center, Inc. FL$116.7M · 0.30%
Radiology Imaging Associates FL$112.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592249370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.