Retirement plan

HOUSING AUTHORITY OF OGLE COUNTY RETIREMENT PLAN

Name: HOUSING AUTHORITY OF OGLE COUNTY - HOUSING AUTHORITY OF OGLE COUNTY RETIREMENT PLAN (2025) Form 5500
Creator: HOUSING AUTHORITY OF OGLE COUNTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOUSING AUTHORITY OF OGLE COUNTY RETIREMENT PLAN, HOUSING AUTHORITY OF OGLE COUNTY

HOUSING AUTHORITY OF OGLE COUNTYEIN 36-2880790Plan #001PY 2025

1001 PINE ROADS, SUITE A - OREGON, IL 61061815-732-1301

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$513K

+23.1% from 2024

Total participants

+7.7% from 2024

Average account balance

$36,614

+14.3% from 2024

Annual return

11.66%

+3.63 pp from 2024

Benchmarks

See 345 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants<25

Cohort345 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$513K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$160

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$320 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.437%

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

$36,614

$90,728-59.6%

$86,279-57.6%

$138,895-73.6%

Participation rate

100.0%

81.0%+19.0pp

78.7%+21.3pp

79.9%+20.1pp

Annual return

11.66%

34.83%-23.2pp

30.40%-18.7pp

145.39%-133.7pp

Employer contribution / active EE

$6,821

$4,974+37.1%

$4,663+46.3%

$4,194+62.6%

Participant deferral / active EE

$6,125-100.0%

$5,658-100.0%

$6,396-100.0%

Admin fee / account holder

$160

$11,808-98.6%

$10,485-98.5%

$12,562-98.7%

HOUSING AUTHORITY OF OGLE COUNTY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOUSING AUTHORITY OF OGLE COUNTY 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