Plan Ledger DOL Form 5500 · updated monthly

Plymouth Place, Inc.403(b)

PLYMOUTH PLACE, INC. 403(B) PLAN · LA GRANGE PARK, IL · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Plymouth Place, Inc. reported $13,700 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $453 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 0.27% to 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,594th of 3,702), and 6,415th of 11,911 in health care & social assistance. In 2024, employees put in $3.45 for every $1.00 the employer contributed; active participation has grown from 293 to 346 since 2022.

Plan summary
Net assets, end of year$8,074,154
Participants with balances227
Active participants346
Employer contributions$156,707
Employee contributions$540,471
Employer contribution per active participant$453
Average account balance$35,569
Benefits paid to participants$406,522
Plan auditDisclaimer of opinion
AuditorCLIFONLARSONALLEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 227 accts · $157K emplr
2023$6.9M · 232 accts · $40K emplr
2022$5.7M · 302 accts · $30K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,259
Investment management$9,441
Total administrative$13,700
Employer contributions to the Plymouth Place, Inc. plan · 2024
Employer contribution per active participant$453
Median for plans this size$1,313
2024$453 per active participant
2023$123 per active participant
2022$102 per active participant

Plymouth Place, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
USI CONSULTING GROUP · Claims processing · Recordkeeping$4,259

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$13,700 · 0.18%
2023$13,698 · 0.22%
2022$17,612 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Magna Health Systems, LLC IL$8.2M · 0.23%
Insight Chicago IL$8.1M · 0.20%
Eden Senior Care LLC IL$8.1M · 0.70%
T.A.S.C. Inc. IL$8.1M · 0.89%
Service, Inc. of Illinois IL$8.0M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362169165 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.