Plan Ledger DOL Form 5500 · updated monthly

Orthopaedic Center of Illinois, LTD.401(k)

ORTHOPAEDIC CENTER 401(K) PROFIT SHARING PLAN AND TRUST · SPRINGFIELD, IL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Orthopaedic Center of Illinois, LTD. reported $3,253 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,078 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 fell from 0.03% to 0.01%. 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 1,068th-largest of 3,702 plans among Illinois employers on file, and the 2,191st of 11,911 in health care & social assistance. In 2024, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,337,267
Participants with balances110
Active participants75
Employer contributions$380,820
Employee contributions$545,591
Employer contribution per active participant$5,078
Average account balance$375,793
Benefits paid to participants$889,293
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.3M · 110 accts · $381K emplr
2023$35.7M · 119 accts · $779K emplr
2022$31.5M · 110 accts · $889K emplr
The Orthopaedic Center of Illinois, LTD. 401(k) match · 2024
Employer contribution per active participant$5,078
Median for plans this size$2,416
2024$5,078 per active participant
2023$9,739 per active participant
2022$11,107 per active participant

Orthopaedic Center of Illinois, LTD.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
BENEFIT PLANS PLUS · Contract administrator$10,449

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$3,253 · 0.01%
2023$10,498 · 0.03%
2022$10,926 · 0.03%
Similar plansHealth Care & Social Assistance · Illinois
Kirby Medical Center IL$42.4M · 0.37%
Start Early IL$41.6M · 0.29%
Enlivant Aid Es, LLC IL$37.3M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364156469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.