Plan Ledger DOL Form 5500 · updated monthly

Rehabilitation Institute of Chicago401(k)

REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 401(K) RETIREMENT SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Rehabilitation Institute of Chicago reported $428,468 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,025 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 0.32%. 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 411th-largest of 3,702 plans among Illinois employers on file, and the 793rd of 11,911 in health care & social assistance. In 2024, employees put in $1.30 for every $1.00 the employer contributed; active participation has grown from 1,972 to 2,337 since 2022.

Plan summary
Net assets, end of year$149,717,364
Participants with balances2,828
Active participants2,337
Employer contributions$9,407,515
Employee contributions$12,195,081
Employer contribution per active participant$4,025
Average account balance$52,941
Benefits paid to participants$10,737,661
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$149.7M · 2,828 accts · $9.4M emplr
2023$118.7M · 2,687 accts · $8.4M emplr
2022$87.5M · 2,442 accts · $7.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$428,468
Total administrative$428,468
The Rehabilitation Institute of Chicago 401(k) match · 2024
Employer contribution per active participant$4,025
Median for plans this size$3,635
2024$4,025 per active participant
2023$3,907 per active participant
2022$3,806 per active participant

Rehabilitation Institute of Chicago's 2024 employer contribution ran above the $3,635 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.

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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$428,468
NORTHWESTERN MUTUAL WEALTH MGMT CO. · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$428,468 · 0.32%
2023$336,198 · 0.33%
2022$272,393 · 0.31%
All plans at this employer2
REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 403(B) RETIREMENT PLAN403(b)
REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 401(K) RETIREMENT SAVINGS PLAN401(k)
Same employer
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Sinai Health System IL$165.2M · 0.33%
Freeport Health Network IL$158.4M · 0.03%
Oak Street Health Mso, LLC IL$138.9M · 0.34%
The Alden Group, LTD. IL$128.2M · 0.38%
Vyaire Medical Payroll LLC IL$125.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362256036 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.