Plan Ledger DOL Form 5500 · updated monthly

Immanuel401(k)

IMMANUEL RETIREMENT PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Immanuel reported $164,814 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $1,977 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 0.34%. 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 118th-largest of 565 plans among Nebraska employers on file, and the 1,769th of 11,911 in health care & social assistance. In 2024, employees put in $1.35 for every $1.00 the employer contributed; active participation has grown from 1,264 to 1,420 since 2022.

Plan summary
Net assets, end of year$53,392,944
Participants with balances1,200
Active participants1,420
Employer contributions$2,807,657
Employee contributions$3,788,553
Employer contribution per active participant$1,977
Average account balance$44,494
Benefits paid to participants$3,633,132
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.4M · 1,200 accts · $2.8M emplr
2023$44.1M · 1,128 accts · $2.5M emplr
2022$36.0M · 957 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$122,339
Investment management$42,475
Total administrative$164,814
The Immanuel 401(k) match · 2024
Employer contribution per active participant$1,977
Median for plans this size$2,416
2024$1,977 per active participant
2023$1,771 per active participant
2022$1,586 per active participant

Immanuel's 2024 employer contribution ran below the $2,416 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$122,339
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$42,475

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$164,814 · 0.34%
2023$141,549 · 0.35%
2022$136,860 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Mdwest One, P.C. NE$67.1M · 0.22%
Orthowest, P.C. NE$51.9M · 0.09%
Grand Island Clinic, Inc. NE$47.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470733774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.