Plan Ledger DOL Form 5500 · updated monthly

Instil Bio, Inc.401(k)

INSTIL BIO RETIREMENT PLAN · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.26%

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

Instil Bio, Inc. reported $24,968 in plan administrative expenses for 2022: 0.26% of average plan assets, below the peer median. Employer contributions averaged $4,317 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 rose from 0.26% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,106th of 5,688), and 8,092nd of 11,654 in professional & technical services. In 2022, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,673,660
Participants with balances328
Active participants284
Employer contributions$1,226,051
Employee contributions$2,537,841
Employer contribution per active participant$4,317
Average account balance$29,493
Benefits paid to participants$385,371
Plan auditUnmodified (clean) audit opinion
AuditorALMICH AND ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 178 accts · $135K emplr
2023$8.2M · 212 accts · $509K emplr
2022$9.7M · 328 accts · $1.2M emplr
Administrative expenses, itemized · 2022
Investment management$302
Total administrative$24,968
The Instil Bio, Inc. 401(k) match · 2022
Employer contribution per active participant$4,317
Median for plans this size$1,114
2024$9,633 per active participant
2023$31,837 per active participant
2022$4,317 per active participant

Instil Bio, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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$49,530 · 0.60%
2023$62,400 · 0.70%
2022$24,968 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Texas
Zenbusiness Inc TX$10.0M · 0.24%
Morgan & Weisbrod, L.L.P. TX$10.0M · 0.81%
Indoormedia, Inc. TX$9.6M · 0.07%
Sanhua International Inc TX$9.5M · 0.75%
The Response Group TX$9.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832072195 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.