Department of Labor filing

THE ARC OF SOMERSET COUNTY, INC

THE ARC OF SOMERSET COUNTY, INC RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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

Plan at a glance

How good does the filing look?

30filing 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

$1,524

Reported employer contributions per active participant.

Higher than about 31% of comparable plans

#People in the filing

262

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 27% of comparable plans

↗Investment performance

Not available

Plan assets changed 2.1%, 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 · 202430out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions31st percentileTypical peer $2,620 · based on 595 comparable plans

Lower reported administrative expense27th percentileTypical peer $101 · based on 590 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, THE ARC OF SOMERSET COUNTY, INC reported $399,280 in employer contributions across the plan and 262 active participants. That works out to $1,524 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 proxy76%

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 trendDown 34.8%

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

Expense trendDown 9.9%

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

Peer context30/100

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: $399,280
Participant contributions: $806,287
Other contributions: $16,112
Employer share of reported contributions: 33.1%
Beginning assets: $8,871,473
Ending assets: $9,061,127
Ending net assets: $9,061,127
Ending liabilities: $0
Total income: $2,243,808
Total expenses: $2,054,154
Administrative expenses: $73,773
Participant loans: $439,303

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

$2,339

2023

$1,632

2024

$1,524

Plan-paid administrative expenses per participant

2022

$237

2023

$198

2024

$214

Active participants

2022

185

2023

240

2024

262

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,524	262	9.1M	20251008052622NAL0009191072001
2023	$1,632	240	8.9M	20241011125017NAL0036952752001
2022	$2,339	185	8.5M	20231012123937NAL0063649794001

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: 4.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 221968555-005

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2011
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

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
AMERICAN CENTURY INVESTMENT SERVICE	2024	Not reported	unknown
BLACKROCK INVESTMENTS, INC.	2024	Not reported	unknown
DIMENSIONAL FUND ADVISORS	2024	Not reported	unknown
J.P. MORGAN INVESTMENT MANAGEMENT	2024	Not reported	unknown
METROPOLITAN LIFE	2024	Not reported	unknown
NUVEEN INVESTMENTS	2024	Not reported	unknown
TIAA-CREF FUNDS	2024	Not reported	unknown
VANGUARD	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251008052622NAL0009191072001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗