Department of Labor filing

JOERNS HEALTHCARE, LLC

JOERNS HEALTHCARE LLC RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

55filing comparison
out of 100

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

$Employer support

$2,506

Reported employer contributions per active participant.

Higher than about 64% of comparable plans

#People in the filing

140

Active participants reported for 2024.

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

¢Visible plan-paid fees

$211 / participant

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

Lower cost than about 33% of comparable plans

↗Investment performance

Not available

Plan assets changed -12.2%, 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 · 202455out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions64th percentileTypical peer $1,943 · based on 715 comparable plans

Lower reported administrative expense33rd percentileTypical peer $160 · based on 736 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, JOERNS HEALTHCARE, LLC reported $350,771 in employer contributions across the plan and 140 active participants. That works out to $2,506 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 proxy44%

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 42.0%

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

Expense trendUp 34.5%

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

Peer context55/100

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: $350,771
Participant contributions: $730,803
Other contributions: Not reported
Employer share of reported contributions: 32.4%
Beginning assets: $20,005,903
Ending assets: $17,572,693
Ending net assets: $17,572,693
Ending liabilities: $0
Total income: $3,339,225
Total expenses: $5,772,435
Administrative expenses: $120,868
Participant loans: $224,568

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

2023

$1,764

2024

$2,506

Plan-paid administrative expenses per participant

2023

$157

2024

$211

Active participants

2023

398

2024

140

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,506	140	17.6M	20250908102216NAL0019220513001
2023	$1,764	398	20M	20240905153239NAL0010467427001

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: 1.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 205251510-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2008
Industry: Industry group 339
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2K2F2G2R3D3H2T

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
CHARLES SCHWAB & CO., INC.	2024	Not reported	unknown
TRANSAMERICA	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250908102216NAL0019220513001

Data sourceDOL Form 5500 bulk data ↗

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