Plan Ledger DOL Form 5500 · updated monthly

Trinity Rehabilitation, Inc.401(k)

TRINITY REHABILITATION, INC. 401K SAVINGS PLAN · JACKSON, MS · plan year 2022

Reported admin expense ratio · 2022
1.26%

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

Trinity Rehabilitation, Inc. reported $58,921 in plan administrative expenses for 2022: 1.26% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,004 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 Mississippi (266th of 367), and 8,618th of 11,911 in health care & social assistance. In 2022, employees put in $3.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,908,671
Participants with balances96
Active participants84
Employer contributions$84,300
Employee contributions$256,454
Employer contribution per active participant$1,004
Average account balance$40,715
Benefits paid to participants$729,158
Plan auditUnmodified (clean) audit opinion
AuditorHARPER, RAINS, KNIGHT & COMPANY, PA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,785
Investment management$38,253
Professional / advisory$16,883
Total administrative$58,921
The Trinity Rehabilitation, Inc. 401(k) match · 2022
Employer contribution per active participant$1,004
Median for plans this size$1,114

Trinity Rehabilitation, Inc.'s 2022 employer contribution ran below 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$58,921 · 1.26%
Similar plansHealth Care & Social Assistance · Mississippi
Delta Health Center, Inc. MS$4.3M · 0.25%
St. Luke Foundation MS$4.3M · 0.28%
Magee General Hospital MS$3.7M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640858853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.