Retirement plan

APPLIED BEHAVORIAL REHABILITATION INSTITUTE, INC. 403(B) RETIREMENT PLAN

Name: APPLIED BEHAV REHABILITA INSTITUTE, INC. - APPLIED BEHAVORIAL REHABILITATION INSTITUTE, INC. 403(B) RETIREMENT PLAN (2025) Form 5500
Creator: APPLIED BEHAV REHABILITA INSTITUTE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPLIED BEHAVORIAL REHABILITATION INSTITUTE, INC. 403(B) RETIREMENT PLAN, APPLIED BEHAV REHABILITA INSTITUTE, INC.

APPLIED BEHAV REHABILITA INSTITUTE, INC.EIN 06-1520511Plan #001PY 2025

655 PARK AVENUE - BRIDGEPORT, CT 066044634203-335-2520

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$582K

+17.2% from 2024

Total participants

-15.7% from 2024

Average account balance

$16,162

+7.4% from 2024

Annual return

11.58%

-2.97 pp from 2024

Benchmarks

See 3,150 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort3,150 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$582K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$16K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

94.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.58%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$854

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2M2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$31K

$809 / participant

Other / not subdivided$31K100.0%

% of EOY assets

5.285%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,162

$86,050-81.2%

$189,758-91.5%

$94,015-82.8%

Participation rate

81.6%

68.9%+12.7pp

79.8%+1.8pp

70.8%+10.8pp

Annual return

11.58%

17.77%-6.2pp

52.62%-41.0pp

17.84%-6.3pp

Employer contribution / active EE

$1,044

$2,819-63.0%

$4,767-78.1%

$2,790-62.6%

Participant deferral / active EE

$489

$3,349-85.4%

$5,856-91.7%

$4,249-88.5%

Admin fee / account holder

$854

$6,627-87.1%

$20,388-95.8%

$8,951-90.5%

APPLIED BEHAVORIAL REHABILITATION INSTITUTE, INC. 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APPLIED BEHAVORIAL REHABILITATION INSTITUTE, INC. 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion