Department of Labor filing

ASCEND REHAB SERVICES, INC.

ASCEND REHAB 401(K) PLAN · For the plan year ended Dec 31, 2023

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Public filing 2023 · received Nov 22, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

59filing comparison
out of 100

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

$Employer support

$1,195

Reported employer contributions per active participant.

Higher than about 51% of comparable plans

#People in the filing

118

Active participants reported for 2023.

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

¢Visible plan-paid fees

$9 / participant

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

Lower cost than about 77% of comparable plans

↗Investment performance

Not available

Plan assets changed 49.4%, 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 · 202359out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions51st percentileTypical peer $1,171 · based on 832 comparable plans

Lower reported administrative expense77th percentileTypical peer $65 · based on 847 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, 2023, ASCEND REHAB SERVICES, INC. reported $141,008 in employer contributions across the plan and 118 active participants. That works out to $1,195 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 proxy67%

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 13.3%

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

Expense trendUp 16.4%

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

Peer context59/100

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: $141,008
Participant contributions: $522,647
Other contributions: Not reported
Employer share of reported contributions: 21.2%
Beginning assets: $1,938,719
Ending assets: $2,895,720
Ending net assets: $2,895,720
Ending liabilities: $0
Total income: $1,092,759
Total expenses: $135,758
Administrative expenses: $1,294
Participant loans: $2,707

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

$1,378

2023

$1,195

Plan-paid administrative expenses per participant

2022

2023

Active participants

2022

2023

118

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$1,195	118	2.9M	20241122050531NAL0001427121001
2022	$1,378	99	1.9M	20231211123244NAL0046468498001

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: 0.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 200927823-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2015
Industry: Health care and social assistance
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

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
AMERICAN CENTURY INVESTMENT SERVICE	2023	Not reported	unknown
BLACKROCK INVESTMENTS, INC.	2023	Not reported	unknown
COLUMBIA	2023	Not reported	unknown
FIDELITY DISTRIBUTORS CORP.	2023	Not reported	unknown
GOLDMAN SACHS	2023	Not reported	unknown
INVESCO	2023	Not reported	unknown
J.P. MORGAN INVESTMENT MANAGEMENT	2023	Not reported	unknown
JANUS DISTRIBUTORS, LLC	2023	Not reported	unknown
LEGG MASON INVESTOR SERVICES, LLC	2023	Not reported	unknown
NATIONWIDE FUND DISTRIBUTORS LLC	2023	Not reported	unknown
PIONEER INVESTMENT MANAGEMENT, INC	2023	Not reported	unknown
STATE STREET GLOBAL MARKETS	2023	Not reported	unknown
TIAA-CREF FUNDS	2023	Not reported	unknown
VANGUARD	2023	Not reported	unknown

Current plan terms

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Filing ACK_ID20241122050531NAL0001427121001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗