Department of Labor filing

AMBERWELL ATCHISON ASSOCIATION

AMBERWELL ATCHISON ASSOCIATION RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

39filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,128

Reported employer contributions per active participant.

Higher than about 33% of comparable plans

#People in the filing

455

Active participants reported for 2024.

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

¢Visible plan-paid fees

$130 / participant

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

Lower cost than about 53% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.4%, 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 · 202439out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions33rd percentileTypical peer $1,674 · based on 190 comparable plans

Lower reported administrative expense53rd percentileTypical peer $140 · based on 202 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, AMBERWELL ATCHISON ASSOCIATION reported $513,231 in employer contributions across the plan and 455 active participants. That works out to $1,128 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 proxy70%

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 trendUp 68.7%

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

Expense trendDown 33.7%

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

Peer context39/100

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: $513,231
Participant contributions: $1,735,635
Other contributions: $551,275
Employer share of reported contributions: 22.8%
Beginning assets: $19,446,198
Ending assets: $21,657,340
Ending net assets: $21,657,340
Ending liabilities: Not reported
Total income: $4,790,035
Total expenses: $2,578,893
Administrative expenses: $73,313
Participant loans: $206,606

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

$669

2023

$1,024

2024

$1,128

Plan-paid administrative expenses per participant

2022

$195

2023

$103

2024

$130

Active participants

2022

422

2023

462

2024

455

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,128	455	21.7M	20251014140637NAL0002974721003
2023	$1,024	462	19.4M	20241015200325NAL0017154131002
2022	$669	422	18.1M	20231016173035NAL0038682017002

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: 1.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 480561974-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1993
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2K2F2G3D3F

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
TIAA	2024	Not reported	unknown
VALIC RETIREMENT SERVICES COMPANY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251014140637NAL0002974721003

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗