Plan Ledger DOL Form 5500 · updated monthly

United Way of Metropolitan Chicago, Inc.401(k)

UNITED WAY OF METROPOLITAN CHICAGO DC PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

United Way of Metropolitan Chicago, Inc. reported $3,435 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,099 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 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Illinois (2,633rd of 3,702), and 1,903rd of 3,341 in other services. In 2024, employees put in $2.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,724,951
Participants with balances149
Active participants114
Employer contributions$239,302
Employee contributions$605,035
Employer contribution per active participant$2,099
Average account balance$51,845
Benefits paid to participants$639,733
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,435
Total administrative$3,435
The United Way of Metropolitan Chicago, Inc. 401(k) match · 2024
Employer contribution per active participant$2,099
Median for plans this size$1,313

United Way of Metropolitan Chicago, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$3,435

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

Administrative cost history1
2024$3,435 · 0.05%
Same employer
Similar plansOther Services · Illinois
Bolin Enterprises, Inc. IL$8.5M · 0.52%
USA Environment LP IL$8.3M · 0.07%
The Anti-Cruelty Society IL$6.9M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300200478 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.