Plan Ledger DOL Form 5500 · updated monthly

Sga Youth & Family Services, N401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF SGA YOUTH & FAMILY SERVICES, NFP · CHICAGO, IL · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Sga Youth & Family Services, N reported $1,259 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $426 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 rose from 0.03% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,906th of 3,702), and 7,693rd of 11,911 in health care & social assistance. In 2022, the employer put in $1.67 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$5,395,147
Participants with balances246
Active participants753
Employer contributions$320,453
Employee contributions$192,098
Employer contribution per active participant$426
Average account balance$21,931
Benefits paid to participants$248,120
Plan auditUnmodified (clean) audit opinion
AuditorVELMAN BUTLER AND COMPANY, LTD.
Plan history2
Yearassets · accounts · employer contribution
2023$5.4M · 253 accts · $381K emplr
2022$5.4M · 246 accts · $320K emplr
The Sga Youth & Family Services, N 401(k) match · 2022
Employer contribution per active participant$426
Median for plans this size$1,114
2023$439 per active participant
2022$426 per active participant

Sga Youth & Family Services, N's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$2,856 · 0.05%
2022$1,259 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Dayone Pact IL$5.4M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362167916 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.