Department of Labor filing

ATRIO HEALTH PLANS, INC.

ATRIO HEALTH PLANS, INC. EMPLOYEE SAVINGS PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Dec 4, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

46filing comparison
out of 100

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

$Employer support

$3,646

Reported employer contributions per active participant.

Higher than about 54% of comparable plans

#People in the filing

108

Active participants reported for 2024.

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

¢Visible plan-paid fees

$286 / participant

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

Lower cost than about 26% of comparable plans

↗Investment performance

Not available

Plan assets changed 18.4%, 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 · 202446out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions54th percentileTypical peer $3,340 · based on 500 comparable plans

Lower reported administrative expense26th percentileTypical peer $164 · based on 494 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, ATRIO HEALTH PLANS, INC. reported $393,820 in employer contributions across the plan and 108 active participants. That works out to $3,646 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 proxy59%

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 11.8%

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

Expense trendUp 4.0%

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

Peer context46/100

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: $393,820
Participant contributions: $772,026
Other contributions: $66,334
Employer share of reported contributions: 33.8%
Beginning assets: $5,994,827
Ending assets: $7,097,087
Ending net assets: $7,093,970
Ending liabilities: $3,117
Total income: $2,081,149
Total expenses: $980,835
Administrative expenses: $55,109
Participant loans: Not reported

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

$4,134

2023

$3,602

2024

$3,646

Plan-paid administrative expenses per participant

2022

$275

2023

$292

2024

$286

Active participants

2022

113

2023

123

2024

108

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,646	108	7.1M	20251204155931NAL0001261971001
2023	$3,602	123	6M	20250403182656NAL0017641616001
2022	$4,134	113	3.6M	20241219231711NAL0004924897001

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: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 432071108-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2006
Industry: Finance and insurance
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Current plan terms

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Filing ACK_ID20251204155931NAL0001261971001

Data sourceDOL Form 5500 bulk data ↗

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