Plan Ledger DOL Form 5500 · updated monthly

Academy Sports & Outdoors401(k)

ACADEMY, LTD. 401(K) PROFIT SHARING PLAN · KATY, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Academy Sports & Outdoors reported $524,226 in plan administrative expenses for 2024: 0.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $662 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.18% to 0.15%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 253rd-largest of 5,688 plans among Texas employers on file, and the 143rd of 5,215 in retail trade. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$364,846,224
Participants with balances3,936
Active participants23,635
Employer contributions$15,646,279
Employee contributions$23,959,079
Employer contribution per active participant$662
Average account balance$92,695
Benefits paid to participants$43,867,031
Plan auditUnmodified (clean) audit opinion
AuditorCROWE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$364.8M · 3,936 accts · $15.6M emplr
2023$320.6M · 7,919 accts · $15.2M emplr
2022$261.8M · 7,948 accts · $15.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$524,226
Total administrative$524,226
The Academy Sports & Outdoors 401(k) match · 2024
Employer contribution per active participant$662
Median for plans this size$4,294
2024$662 per active participant
2023$713 per active participant
2022$704 per active participant

Academy Sports & Outdoors's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$524,226

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$524,226 · 0.15%
2023$460,505 · 0.16%
2022$499,123 · 0.18%
Same employer
Similar plansRetail Trade · Texas
Aveva Inc. TX$485.9M · 0.05%
Brookshire Holdings, Inc. TX$380.6M · 0.25%
Michaels Stores, Inc. TX$337.2M · 0.27%
Sally Beauty Holdings, Inc. TX$294.1M · 0.09%
Mattress Firm, Inc. TX$279.1M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741670067 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.