Plan Ledger DOL Form 5500 · updated monthly

Park Manor, LTD.ESOP

PARK MANOR, LTD. EMPLOYEE STOCK OWNERSHIP PLAN · PARK FALLS, WI · plan year 2023

Employer contribution per participant · 2023
$1,554

Park Manor, LTD.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $1,510,833 across 98 participant accounts, with employer contributions averaging $1,554 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,862nd of 1,936), and 10,461st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,510,833
Participants with balances98
Active participants76
Employer contributions$118,113
Employee contributions—
Employer contribution per active participant$1,554
Average account balance$15,417
Benefits paid to participants$306,181
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS S.C.
Plan history2
Yearassets · accounts · employer contribution
2023$1.5M · 98 accts · $118K emplr
2022$1.3M · 108 accts · $95K emplr
Employer contributions to the Park Manor, LTD. plan · 2023
Employer contribution per active participant$1,554
Median for plans this size$1,308
2023$1,554 per active participant
2022$1,127 per active participant

Park Manor, LTD.'s 2023 employer contribution ran above the $1,308 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.

Administrative cost history2
2023Not separately reported
2022Not separately reported
Similar plansHealth Care & Social Assistance · Wisconsin
Care Partners Assisted Living, LLC WI$1.9M · 0.53%
Healings Holdings, Inc. WI$1.9M · 0.97%
Irwin a & Robert D Goodman Community Center Inc. WI$1.7M · 0.08%
Childrens Outing Association D.B.A. Coa Youth and Family Centers WI$1.5M · 0.60%
Bethel Home, Inc. WI$1.5M · 1.12%
Community Advocates, Inc. WI$1.4M · 0.12%
Markesan Resident Home, Inc. WI$1.4M · 0.16%
Universal Home Health Care, Inc. WI$1.4M · 0.03%

Why are you looking at this plan?

Compare
401(k) plans in Wisconsin
Worked here before? Find your old 401(k)
401(k) plans in Health Care & Social Assistance
Plans of similar size
Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 391142553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.