Retirement plan

ASSOCIATION OF PROFESSIONAL CHAPLAINS, INC. 403(B) PLAN

Name: ASSOCIATION OF PROFESSIONAL CHAPLAINS, INC. - ASSOCIATION OF PROFESSIONAL CHAPLAINS, INC. 403(B) PLAN (2025) Form 5500
Creator: ASSOCIATION OF PROFESSIONAL CHAPLAINS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATION OF PROFESSIONAL CHAPLAINS, INC. 403(B) PLAN, ASSOCIATION OF PROFESSIONAL CHAPLAINS, INC.

ASSOCIATION OF PROFESSIONAL CHAPLAINS, INC.EIN 36-3762667Plan #001PY 2025

2800 W. HIGGINS, STE 295 - HOFFMAN ESTATES, IL 60169847-240-1014professionalchaplains.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$724K

-3.0% from 2024

Total participants

+22.2% from 2024

Average account balance

$80,409

-13.8% from 2024

Annual return

11.89%

-15.68 pp from 2024

Benchmarks

See 48,836 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort48,836 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$724K

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

90.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19531

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 codes2E2F2G2M2T3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$176K

$17578 / participant

Other / not subdivided$176K100.0%

% of EOY assets

24.289%

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

$80,409

$70,366+14.3%

$66,674+20.6%

$138,895-42.1%

Participation rate

80.0%

76.2%+3.8pp

73.7%+6.3pp

79.9%+0.1pp

Annual return

11.89%

386.41%-374.5pp

321.24%-309.4pp

145.39%-133.5pp

Employer contribution / active EE

$3,750

$2,765+35.6%

$2,620+43.1%

$4,194-10.6%

Participant deferral / active EE

$2,673

$4,374-38.9%

$4,084-34.6%

$6,396-58.2%

Admin fee / account holder

$19,531

$5,262+271.1%

$5,098+283.1%

$12,562+55.5%

ASSOCIATION OF PROFESSIONAL CHAPLAINS, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATION OF PROFESSIONAL CHAPLAINS, INC. 403(B) 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