Plan Ledger DOL Form 5500 · updated monthly

Total Respiratory & Rehab Inc401(k)

TOTAL RESPIRATORY & REHAB INC 401(K) PROFIT SHARING PLAN & TRUST · OMAHA, NE · plan year 2023

Reported admin expense ratio · 2023
0.36%

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

Total Respiratory & Rehab Inc reported $16,443 in plan administrative expenses for 2023: 0.36% of average plan assets, below the peer median. Employer contributions averaged $2,803 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 0.47% to 0.38%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Nebraska (458th of 565), and 7,687th of 11,911 in health care & social assistance. In 2023, employees put in $1.38 for every $1.00 the employer contributed; active participation has grown from 111 to 131 since 2022.

Plan summary
Net assets, end of year$5,402,974
Participants with balances154
Active participants131
Employer contributions$367,163
Employee contributions$506,282
Employer contribution per active participant$2,803
Average account balance$35,084
Benefits paid to participants$412,032
Plan auditUnmodified (clean) audit opinion
AuditorBLAND & ASSOCIATES P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 174 accts · $489K emplr
2023$5.4M · 154 accts · $367K emplr
2022$3.8M · 114 accts · $276K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,583
Trustee / custodial$860
Total administrative$16,443
The Total Respiratory & Rehab Inc 401(k) match · 2023
Employer contribution per active participant$2,803
Median for plans this size$1,308
2024$2,909 per active participant
2023$2,803 per active participant
2022$2,487 per active participant

Total Respiratory & Rehab Inc's 2023 employer contribution ran above the $1,308 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 · 20231
PAYCHEX, INC. · Recordkeeping$12,998

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

Recordkeeper by year2
2024Paychex
2023Paychex

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

Administrative cost history3
2024$19,729 · 0.38%
2023$16,443 · 0.36%
2022$18,903 · 0.47%
Similar plansHealth Care & Social Assistance · Nebraska
Bluestem Health NE$6.2M · 0.45%
Azria Health NE$5.4M · 1.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205164891 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.