Plan Ledger DOL Form 5500 · updated monthly

New Horizons Rehabilitation, Inc.401(k)

NEW HORIZONS REHABILITATION, INC. 401(K) SAVINGS PLAN · BATESVILLE, IN · plan year 2022

Reported admin expense ratio · 2022
1.80%

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

New Horizons Rehabilitation, Inc. reported $14,218 in plan administrative expenses for 2022: 1.80% of average plan assets, higher than ~75% of peers. Employer contributions averaged $341 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,505th of 1,562), and 11,154th of 11,911 in health care & social assistance. In 2022, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$716,476
Participants with balances44
Active participants112
Employer contributions$38,230
Employee contributions$63,453
Employer contribution per active participant$341
Average account balance$16,284
Benefits paid to participants$110,316
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,218
Total administrative$14,218
The New Horizons Rehabilitation, Inc. 401(k) match · 2022
Employer contribution per active participant$341
Median for plans this size$331

New Horizons Rehabilitation, Inc.'s 2022 employer contribution ran above the $331 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 history1
2022$14,218 · 1.80%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 351169221 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.