Plan Ledger DOL Form 5500 · updated monthly

Presbyterian Homes403(b)

RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES · SKOKIE, IL · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Presbyterian Homes reported $84,974 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,850 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 3 years on file its reported administrative ratio has held roughly steady near 0.130%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 726th-largest of 3,702 plans among Illinois employers on file, and the 1,448th of 11,911 in health care & social assistance. In 2024, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$69,501,543
Participants with balances1,507
Active participants1,235
Employer contributions$2,284,880
Employee contributions$4,667,411
Employer contribution per active participant$1,850
Average account balance$46,119
Benefits paid to participants$6,418,943
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$69.5M · 1,507 accts · $2.3M emplr
2023$61.3M · 1,490 accts · $2.3M emplr
2022$52.5M · 1,359 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,974
Total administrative$84,974
Employer contributions to the Presbyterian Homes plan · 2024
Employer contribution per active participant$1,850
Median for plans this size$3,635
2024$1,850 per active participant
2023$1,879 per active participant
2022$1,387 per active participant

Presbyterian Homes's 2024 employer contribution ran below the $3,635 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
T ROWE PRICE RPS INC · Recordkeeping · Custodial$85,200

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$84,974 · 0.13%
2023$81,204 · 0.14%
2022$72,138 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Kiara, Inc. IL$71.5M · 0.19%
Wheaton Eye Clinic, LTD. IL$64.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471545753 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.