Plan Ledger DOL Form 5500 · updated monthly

Midwest Orthopaedics at Rush, LLC401(k)

MIDWEST ORTHOPAEDICS AT RUSH PROFIT SHARING / 401(K) PLAN · WESTCHESTER, IL · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Midwest Orthopaedics at Rush, LLC reported $7,991 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,564 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 0.009% to 0.010%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 650th-largest of 3,702 plans among Illinois employers on file, and the 1,286th of 11,911 in health care & social assistance. In 2022, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$80,818,122
Participants with balances987
Active participants835
Employer contributions$2,140,839
Employee contributions$2,883,497
Employer contribution per active participant$2,564
Average account balance$81,883
Benefits paid to participants$3,379,959
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$3.7M · 24 accts
2022$80.8M · 987 accts · $2.1M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,991
Total administrative$7,991
The Midwest Orthopaedics at Rush, LLC 401(k) match · 2022
Employer contribution per active participant$2,564
Median for plans this size$3,449

Midwest Orthopaedics at Rush, LLC's 2022 employer contribution ran below the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$4,119 · 0.01%
2022$7,991 · 0.01%
Similar plansHealth Care & Social Assistance · Illinois
Anderson Healthcare IL$93.9M · 0.17%
Anderson Healthcare IL$84.7M · 0.00%
Rml Health Providers, LP IL$76.9M · 0.13%
Uropartners, LLC IL$75.2M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300176561 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.