Department of Labor filing

DBA/INTERIM HEALTHCARE OF THE UPSTATE

INTERIM HEALTHCARE OF THE UPSTATE 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 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
$2,122

Reported employer contributions per active participant.

Higher than about 61% of comparable plans
#People in the filing
574

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$214 / participant

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

Lower cost than about 10% of comparable plans
Investment performance
Not available

Plan assets changed 16.9%, 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 contributions61st percentileTypical peer $1,543 · based on 691 comparable plans
Lower reported administrative expense10th percentileTypical peer $91 · based on 742 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, DBA/INTERIM HEALTHCARE OF THE UPSTATE reported $1,217,876 in employer contributions across the plan and 574 active participants. That works out to $2,122 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 proxy71%

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 9.4%

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

Expense trendUp 88.5%

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
$1,217,876
Participant contributions
$2,632,438
Other contributions
$439,272
Employer share of reported contributions
31.6%
Beginning assets
$33,855,502
Ending assets
$39,575,468
Ending net assets
$39,575,468
Ending liabilities
$0
Total income
$9,501,022
Total expenses
$3,781,056
Administrative expenses
$187,247
Participant loans
$443,991

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
$1,939
2023
$2,021
2024
$2,122
Plan-paid administrative expenses per participant
2022
$114
2023
$156
2024
$214
Active participants
2022
603
2023
588
2024
574
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$2,12257439.6M20251015152357NAL0002546019001
2023$2,02158833.9M20250226150216NAL0001112369001
2022$1,93960326.2M20231016065517NAL0074700162001

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
1.1%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
874795720-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1992
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 codes2E2F2G2J2K2S2T3D

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
MATRIX TRUST COMPANY2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251015152357NAL0002546019001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗