Plan Ledger DOL Form 5500 · updated monthly

Acosta, Inc.401(k)

ACOSTA, INC. 401(K) RETIREMENT PLAN · JACKSONVILLE, FL · plan year 2022

Reported admin expense ratio · 2022
0.10%

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

Acosta, Inc. reported $685,233 in plan administrative expenses for 2022: 0.10% of average plan assets, above the peer median. Employer contributions averaged $571 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.

The plan sits in the $250M–$1B size bracket, benchmarked here against 2,568 comparable plans and shown alongside other wholesale trade employers. By assets it is the 72nd-largest of 3,644 plans among Florida employers on file, and the 79th of 4,246 in wholesale trade. In 2022, employees put in $3.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$651,545,093
Participants with balances11,305
Active participants21,135
Employer contributions$12,078,064
Employee contributions$43,263,470
Employer contribution per active participant$571
Average account balance$57,633
Benefits paid to participants$80,797,633
Plan auditUnmodified (clean) audit opinion
AuditorENNIS, PELLUM & ASSOCIATES, CPAS
The Acosta, Inc. 401(k) match · 2022
Employer contribution per active participant$571
Median for plans this size$4,065

Acosta, Inc.'s 2022 employer contribution ran below the $4,065 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$685,233 · 0.10%
Similar plansWholesale Trade · Florida
Acosta, Inc. FL$838.9M · 0.09%
Watsco, Inc. FL$562.1M
Rsr Group, Inc. FL$345.6M

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Source: U.S. Department of Labor, Form 5500 series, EIN 593522052 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.