Department of Labor filing

AIDS FOUNDATION OF CHICAGO

AIDS FOUNDATION OF CHICAGO PROFIT SHARING 401(K) PLAN AND TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 20, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

57filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,890

Reported employer contributions per active participant.

Higher than about 54% of comparable plans

#People in the filing

158

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$49 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 64% of comparable plans

↗Investment performance

Not available

Plan assets changed 23.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202457out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions54th percentileTypical peer $2,620 · based on 595 comparable plans

Lower reported administrative expense64th percentileTypical peer $101 · based on 590 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, AIDS FOUNDATION OF CHICAGO reported $456,568 in employer contributions across the plan and 158 active participants. That works out to $2,890 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy60%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 17.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 70.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context57/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $456,568
Participant contributions: $471,890
Other contributions: $93,689
Employer share of reported contributions: 49.2%
Beginning assets: $6,239,884
Ending assets: $7,693,003
Ending net assets: $7,693,003
Ending liabilities: $0
Total income: $1,818,002
Total expenses: $364,883
Administrative expenses: $13,220
Participant loans: $91,142

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,482

2023

$3,445

2024

$2,890

Plan-paid administrative expenses per participant

2022

$164

2023

$149

2024

$49

Active participants

2022

120

2023

150

2024

158

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,890	158	7.7M	20251020164301NAL0000520291001
2023	$3,445	150	6.2M	20241008142303NAL0017778449001
2022	$3,482	120	4.8M	20231013152237NAL0022214035001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 363412054-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2014
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
LINCOLN NATIONAL CORPORATION	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251020164301NAL0000520291001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗