Department of Labor filing

COLLOM & CARNEY CLINIC ASSOCIATION

COLLOM AND CARNEY CLINIC ASSOCIATION 401 (K) SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 17, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support

$4,098

Reported employer contributions per active participant.

Higher than about 67% of comparable plans

#People in the filing

294

Active participants reported for 2024.

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

¢Visible plan-paid fees

Not reported / participant

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

↗Investment performance

Not available

Plan assets changed -2.8%, 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 · 2024—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions67th percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expenseNot enough dataTypical peer $143 · based on 2,373 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, COLLOM & CARNEY CLINIC ASSOCIATION reported $1,204,737 in employer contributions across the plan and 294 active participants. That works out to $4,098 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 proxy69%

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 23.9%

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

Expense trendNot enough history

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

Peer contextNot enough data

Comparable-plan data is too limited for a score.

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: $1,204,737
Participant contributions: $2,364,356
Other contributions: Not reported
Employer share of reported contributions: 33.8%
Beginning assets: $69,033,372
Ending assets: $67,103,311
Ending net assets: $67,103,311
Ending liabilities: Not reported
Total income: $12,252,107
Total expenses: $14,182,168
Administrative expenses: Not reported
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

$3,306

2023

$4,200

2024

$4,098

Plan-paid administrative expenses per participant

2022

2023

Not reported

2024

Not reported

Active participants

2022

381

2023

320

2024

294

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,098	294	67.1M	20250917090200NAL0000143171001
2023	$4,200	320	69M	20240904140200NAL0020282625001
2022	$3,306	381	58.1M	20231016111222NAL0024618963002

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: Not stated in the filing
Public plan identifier: 751151440-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1971
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
2E2G2J

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
EMPOWER ANNUITY COMPANY OF AMERICA	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250917090200NAL0000143171001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗