Plan Ledger DOL Form 5500 · updated monthly

Carle Health403(b)

HUMAN SERVICE CENTER 403(B) RETIREMENT PLAN · URBANA, IL · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Carle Health reported $6,379 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. 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 fell from 0.08% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,790th of 3,702), and 7,149th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$6,406,615
Participants with balances412
Active participants132
Employer contributions$0
Employee contributions$0
Employer contribution per active participant$0
Average account balance$15,550
Benefits paid to participants$1,802,436
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 402 accts
2023$5.4M · 402 accts · $11K emplr
2022$6.4M · 412 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,379
Total administrative$6,379
Employer contributions to the Carle Health plan · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Carle Health's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$2,543 · 0.05%
2023$6,342 · 0.11%
2022$6,379 · 0.08%
Similar plansHealth Care & Social Assistance · Illinois
Suburban Access, Inc. IL$6.6M · 0.02%
Nocd, Inc. IL$6.5M · 0.52%
Aspire of Illinois IL$6.4M · 0.85%
King-Bruwaert House IL$6.4M · 0.10%
North Shore Senior Center IL$6.4M · 0.22%
Westminster Village, Inc. IL$6.4M · 0.65%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 371004882 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.