Department of Labor filing

MCALISTER INSTITUTE FOR TREATMENT & EDUCATION, INC.

MCALISTER BENEFIT PLAN · For the plan year ended Jun 30, 2025

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Public filing 2024 · received Apr 15, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

44filing comparison
out of 100

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

$Employer support
$1,246

Reported employer contributions per active participant.

Higher than about 49% of comparable plans
#People in the filing
378

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$135 / participant

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

Lower cost than about 31% of comparable plans
Investment performance
Not available

Plan assets changed 25.2%, 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 · 202444out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions49th percentileTypical peer $1,271 · based on 835 comparable plans
Lower reported administrative expense31st percentileTypical peer $74 · based on 845 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 Jun 30, 2025, MCALISTER INSTITUTE FOR TREATMENT & EDUCATION, INC. reported $471,145 in employer contributions across the plan and 378 active participants. That works out to $1,246 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 proxy82%

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 33.8%

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

Expense trendUp 29.5%

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

Peer context44/100

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
$471,145
Participant contributions
$611,592
Other contributions
$4,246
Employer share of reported contributions
43.5%
Beginning assets
$5,630,573
Ending assets
$7,047,396
Ending net assets
$7,047,396
Ending liabilities
$0
Total income
$1,880,227
Total expenses
$463,404
Administrative expenses
$65,071
Participant loans
$309,785

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
$932
2023
$1,020
2024
$1,246
Plan-paid administrative expenses per participant
2022
$104
2023
$98
2024
$135
Active participants
2022
399
2023
406
2024
378
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,2463787M20260415174307NAL0017311249001
2023$1,0204065.6M20250415113443NAL0003216785001
2022$9323994.5M20240415143345NAL0002439520001

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
4.4%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
953140767-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Aug 1, 2001
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 codes2L2K2F2G2J2A2E

Current plan terms

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Filing ACK_ID20260415174307NAL0017311249001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗