Plan Ledger DOL Form 5500 · updated monthly

Rockford Anesthesiologists Associated, LLC401(k)

ROCKFORD ANESTHESIOLOGISTS EMPLOYEE RETIREMENT PLAN · LOVES PARK, IL · plan year 2023

Reported admin expense ratio · 2023
0.13%

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

Rockford Anesthesiologists Associated, LLC reported $76,281 in plan administrative expenses for 2023: 0.13% of average plan assets, above the peer median. Employer contributions averaged $21,936 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 1 year on file its reported administrative ratio fell from 0.15% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 802nd-largest of 3,702 plans among Illinois employers on file, and the 1,629th of 11,911 in health care & social assistance. In 2023, the employer put in $1.49 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$59,480,547
Participants with balances99
Active participants77
Employer contributions$1,689,089
Employee contributions$1,130,073
Employer contribution per active participant$21,936
Average account balance$600,814
Benefits paid to participants$7,714,813
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$59.5M · 99 accts · $1.7M emplr
2022$55.7M · 113 accts · $1.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$40,681
Investment management$35,600
Total administrative$76,281
The Rockford Anesthesiologists Associated, LLC 401(k) match · 2023
Employer contribution per active participant$21,936
Median for plans this size$3,659
2023$21,936 per active participant
2022$19,465 per active participant

Rockford Anesthesiologists Associated, LLC's 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ALLIANCE PENSION CONSULTANTS · Recordkeeping · Consulting$40,681
KLAAS FINANCIAL · Investment advisory (plan)$35,600

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

Administrative cost history2
2023$76,281 · 0.13%
2022$98,994 · 0.15%
Similar plansHealth Care & Social Assistance · Illinois
Wheaton Eye Clinic, LTD. IL$64.2M · 0.00%
Clinical Radiologists, S.C. IL$63.0M · 0.16%
Graham Hospital IL$58.0M · 0.27%
Symbria Inc. IL$56.1M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362476123 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.