Plan Ledger DOL Form 5500 · updated monthly

Southwestern Illinois Visiting Nurse Association403(b)

SOUTHWESTERN ILLINOIS VISITING NURSE ASSOCIATION EMPLOYEES RETIREMENT PLAN · SWANSEA, IL · plan year 2022

Reported admin expense ratio · 2022
0.44%

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

Southwestern Illinois Visiting Nurse Association reported $21,331 in plan administrative expenses for 2022: 0.44% of average plan assets, below the peer median. Employer contributions averaged $1,371 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.

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 (3,004th of 3,702), and 8,174th of 11,911 in health care & social assistance. In 2022, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,574,036
Participants with balances71
Active participants81
Employer contributions$111,019
Employee contributions$196,506
Employer contribution per active participant$1,371
Average account balance$64,423
Benefits paid to participants$262,270
Plan auditUnmodified (clean) audit opinion
Employer contributions to the Southwestern Illinois Visiting Nurse Association plan · 2022
Employer contribution per active participant$1,371
Median for plans this size$1,114

Southwestern Illinois Visiting Nurse Association's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,331 · 0.44%
Similar plansHealth Care & Social Assistance · Illinois
Bridgeway, Inc. IL$4.6M · 1.37%
Macon Resources Inc IL$4.5M · 0.95%
The Josselyn Center, Nfp IL$4.4M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 370673557 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.