Plan Ledger DOL Form 5500 · updated monthly

Siu Physicians & SurgeonsProfit-sharing plan

SIU P & S RETIREMENT PLAN · SPRINGFIELD, IL · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Siu Physicians & Surgeons reported $19,537 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $23,164 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 0.022% to 0.018%. 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 512th-largest of 3,702 plans among Illinois employers on file, and the 1,008th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$112,647,544
Participants with balances385
Active participants265
Employer contributions$6,138,571
Employee contributions$0
Employer contribution per active participant$23,164
Average account balance$292,591
Benefits paid to participants$13,087,823
Plan auditUnmodified (clean) audit opinion
AuditorKERBER, ECK & BRAECKEL
Plan history3
Yearassets · accounts · employer contribution
2024$112.6M · 385 accts · $6.1M emplr
2023$105.3M · 381 accts · $5.8M emplr
2022$93.6M · 372 accts · $5.4M emplr
Employer contributions to the Siu Physicians & Surgeons plan · 2024
Employer contribution per active participant$23,164
Median for plans this size$3,635
2024$23,164 per active participant
2023$21,742 per active participant
2022$20,998 per active participant

Siu Physicians & Surgeons's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$29,393

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$19,537 · 0.02%
2023$16,389 · 0.02%
2022$19,161 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
The Alden Group, LTD. IL$128.2M · 0.38%
Vyaire Medical Payroll LLC IL$125.8M · 0.08%
Osf Healthcare System IL$106.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364143823 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.