Department of Labor filing

RECOVERY RESOURCES

403(B) THRIFT PLAN FOR RECOVERY RESOURCES · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

29filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$662

Reported employer contributions per active participant.

Higher than about 15% of comparable plans

#People in the filing

Active participants reported for 2024.

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

¢Visible plan-paid fees

$108 / participant

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

Lower cost than about 61% of comparable plans

↗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 · 202429out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions15th percentileTypical peer $4,205 · based on 324 comparable plans

Lower reported administrative expense61st percentileTypical peer $191 · based on 339 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, RECOVERY RESOURCES reported $57,628 in employer contributions across the plan and 87 active participants. That works out to $662 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 proxy60%

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 78.6%

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

Expense trendDown 39.7%

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

Peer context29/100

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: $57,628
Participant contributions: $206,093
Other contributions: $0
Employer share of reported contributions: 21.9%
Beginning assets: $2,912,216
Ending assets: $2,831,468
Ending net assets: $2,831,468
Ending liabilities: $0
Total income: $581,306
Total expenses: $662,054
Administrative expenses: $22,969
Participant loans: $25,168

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

$371

2023

$440

2024

$662

Plan-paid administrative expenses per participant

2022

$179

2023

$120

2024

$108

Active participants

2022

115

2023

117

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$662	87	2.8M	20251015185538NAL0011103170001
2023	$440	117	2.9M	20241015131539NAL0016467891001
2022	$371	115	2.8M	20231016074922NAL0025104675001

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: 0.9%
Independent accountant’s opinion: Disclaimer of opinion Code 3
Late participant contributions reported: Not stated in the filing
Public plan identifier: 341211116-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2000
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
2F2J2K2T3D

Current plan terms

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Filing ACK_ID20251015185538NAL0011103170001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗