Plan Ledger DOL Form 5500 · updated monthly

Wheaton Eye Clinic, LTD.401(k)

WHEATON EYE CLINIC, LTD. 401(K) PROFIT SHARING PLAN · WHEATON, IL · plan year 2025

Reported admin expense ratio · 2025
0.00%

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

Wheaton Eye Clinic, LTD. reported $2,768 in plan administrative expenses for 2025: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,691 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 3 years on file its reported administrative ratio fell from 0.01% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 759th-largest of 3,702 plans among Illinois employers on file, and the 1,527th of 11,911 in health care & social assistance. In 2025, the employer put in $1.52 for every $1.00 employees contributed themselves; active participation has grown from 180 to 226 since 2022.

Plan summary
Net assets, end of year$64,221,574
Participants with balances274
Active participants226
Employer contributions$2,416,085
Employee contributions$1,592,700
Employer contribution per active participant$10,691
Average account balance$234,385
Benefits paid to participants$3,712,362
Plan auditUnmodified (clean) audit opinion
AuditorMATHIESON MOYSKI AUSTIN & CO
Plan history4
Yearassets · accounts · employer contribution
2025$64.2M · 274 accts · $2.4M emplr
2024$54.8M · 242 accts · $2.1M emplr
2023$60.2M · 240 accts · $1.9M emplr
2022$52.1M · 227 accts · $1.9M emplr
Administrative expenses, itemized · 2025
Investment management$3,793
Total administrative$2,768
The Wheaton Eye Clinic, LTD. 401(k) match · 2025
Employer contribution per active participant$10,691
Median for plans this size$4,093
2025$10,691 per active participant
2024$9,912 per active participant
2023$10,103 per active participant
2022$10,387 per active participant

Wheaton Eye Clinic, LTD.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history4
2025$2,768 · 0.00%
2024$5,312 · 0.01%
2023$4,601 · 0.01%
2022$3,733 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Presbyterian Homes IL$69.5M · 0.13%
Clinical Radiologists, S.C. IL$63.0M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362709692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.