The Thresholds403(b)
THE THESHOLDS AND AFFILIATES TAX SHELTERED ANNUITY AND SAVINGS PLAN · CHICAGO, IL · plan year 2024
The Thresholds's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $45,773,380 across 1,015 participant accounts, with employer contributions averaging $790 per active participant. See methodology for what Form 5500 does and doesn't capture.
Across the 1 year on file its reported administrative ratio rose from 0.012% to 0.014%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 978th-largest of 3,702 plans among Illinois employers on file, and the 2,015th of 11,911 in health care & social assistance. In 2024, employees put in $2.79 for every $1.00 the employer contributed; active participation has grown from 1,031 to 1,585 since 2022.
The Thresholds's 2024 employer contribution ran below the $2,416 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.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 362518901 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.