Retirement plan

PEORIA EAR NOSE AND THROAT SC PROFIT SHARING PLAN AND TRUST

Name: PEORIA EAR NOSE AND THROAT SC - PEORIA EAR NOSE AND THROAT SC PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: PEORIA EAR NOSE AND THROAT SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEORIA EAR NOSE AND THROAT SC PROFIT SHARING PLAN AND TRUST, PEORIA EAR NOSE AND THROAT SC

PEORIA EAR NOSE AND THROAT SCEIN 37-0919361Plan #001PY 2025

7301 N KNOXVILLE - PEORIA, IL 61614309-589-5900LinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$9.1M

+11.6% from 2024

Total participants

0.0% from 2024

Average account balance

$149,725

+13.5% from 2024

Annual return

4.70%

-12.41 pp from 2024

Benchmarks

See 5,366 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort5,366 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.13M

Not enough data

1 years with asset history on file

Average account balance

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

$150K

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.

160.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$587K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+4.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1844

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 codes2E2F2G2J2R3D

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.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$112K

$2960 / participant

Other / not subdivided$112K100.0%

% of EOY assets

1.231%

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

$149,725

$77,814+92.4%

$158,223-5.4%

$86,983+72.1%

Participation rate

97.4%

68.4%+29.0pp

79.2%+18.2pp

69.5%+27.8pp

Annual return

4.70%

30.54%-25.8pp

52.09%-47.4pp

25.83%-21.1pp

Employer contribution / active EE

$8,550

$2,592+229.8%

$4,109+108.1%

$2,584+230.8%

Participant deferral / active EE

$6,905

$3,270+111.2%

$5,467+26.3%

$4,194+64.6%

Admin fee / account holder

$1,844

$5,879-68.6%

$16,047-88.5%

$7,856-76.5%

PEORIA EAR NOSE AND THROAT SC PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEORIA EAR NOSE AND THROAT SC PROFIT SHARING PLAN AND TRUST

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