Plan Ledger DOL Form 5500 · updated monthly

Ocular Partners Mso, Inc.401(k)

OCULAR PARTNERS MSO, INC. 401(K) PLAN · CHICAGO, IL · plan year 2022

Reported admin expense ratio · 2022
0.31%

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

Ocular Partners Mso, Inc. reported $27,630 in plan administrative expenses for 2022: 0.31% of average plan assets, below the peer median. Employer contributions averaged $4,994 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 $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 (2,530th of 3,702), and 6,233rd of 11,911 in health care & social assistance. In 2022, the employer put in $1.05 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$8,533,495
Participants with balances185
Active participants102
Employer contributions$509,417
Employee contributions$486,807
Employer contribution per active participant$4,994
Average account balance$46,127
Benefits paid to participants$571,666
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$8.5M · 185 accts · $509K emplr
Administrative expenses, itemized · 2022
Investment management$17,190
Professional / advisory$10,440
Total administrative$27,630
The Ocular Partners Mso, Inc. 401(k) match · 2022
Employer contribution per active participant$4,994
Median for plans this size$1,114

Ocular Partners Mso, 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 history2
2023Not separately reported
2022$27,630 · 0.31%
Similar plansHealth Care & Social Assistance · Illinois
Geode Health IL$8.7M · 0.71%
Alivio Medical Center IL$8.6M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843883641 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.