P PlanScore

Home / Employer profile

Department of Labor filing

ASHFIELD HEALTHCARE COMM.

ASHFIELD EMPLOYEE SAVINGS PLAN · For the plan year ended Dec 31, 2024

Spot something wrong?
Public filing 2024 · received Oct 11, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

65filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$7,006

Reported employer contributions per active participant.

Higher than about 84% of comparable plans
#People in the filing
717

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$184 / participant

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

Lower cost than about 21% of comparable plans
↗Investment performance
Not available

Plan assets changed 25.6%, 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 · 202465out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions84th percentileTypical peer $3,106 · based on 1,380 comparable plans
Lower reported administrative expense21st percentileTypical peer $113 · based on 1,398 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, ASHFIELD HEALTHCARE COMM. reported $5,023,605 in employer contributions across the plan and 717 active participants. That works out to $7,006 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 trendUp 28.6%

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

Expense trendDown 9.5%

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

Peer context65/100

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
$5,023,605
Participant contributions
$9,732,066
Other contributions
$4,469,897
Employer share of reported contributions
34.0%
Beginning assets
$106,845,841
Ending assets
$134,166,172
Ending net assets
$134,166,172
Ending liabilities
$0
Total income
$36,424,226
Total expenses
$10,501,975
Administrative expenses
$234,377
Participant loans
$479,528

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
$5,447
2023
$7,148
2024
$7,006
Plan-paid administrative expenses per participant
2022
$204
2023
$173
2024
$184
Active participants
2022
745
2023
743
2024
717
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$7,006717134.2M20251011055841NAL0008371313001
2023$7,148743106.8M20241011124148NAL0010917747001
2022$5,44774581M20231009054917NAL0053063938001

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
0.4%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
208512445-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
May 1, 2007
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D3H

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.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
COLUMBIA2024Not reportedunknown
FEDERATED SECURITIES CORP.2024Not reportedunknown
FRANKLIN TEMPLETON DISTRIBUTORS, I2024Not reportedunknown
FRANKLIN TEMPLETON DISTRIBUTORS, IN2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
MBSC SECURITIES CORPORATION, DISTRI2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
NATIXIS DISTRIBUTORS, L.P.2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.2024Not reportedunknown
PUTNAM RETAIL MANAGEMENT2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →
Filing ACK_ID20251011055841NAL0008371313001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗