Plan Ledger DOL Form 5500 · updated monthly

Anderson Holdings401(k)

ANDERSON HOLDINGS 401(K) SAVINGS PLAN · LOS ANGELES, CA · plan year 2022

Reported admin expense ratio · 2022
0.14%

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

Anderson Holdings reported $185,690 in plan administrative expenses for 2022: 0.14% of average plan assets, above the peer median. Employer contributions averaged $4,653 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 0.14% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 883rd-largest of 9,483 plans among California employers on file, and the 101st of 2,096 in real estate & leasing. In 2022, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$117,438,354
Participants with balances1,206
Active participants745
Employer contributions$3,466,594
Employee contributions$5,023,714
Employer contribution per active participant$4,653
Average account balance$97,378
Benefits paid to participants$18,687,851
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$93.2M · 756 accts · $939K emplr
2023$96.4M · 713 accts · $1.4M emplr
2022$117.4M · 1,206 accts · $3.5M emplr
Administrative expenses, itemized · 2022
Investment management$44,775
Total administrative$185,690
The Anderson Holdings 401(k) match · 2022
Employer contribution per active participant$4,653
Median for plans this size$3,449
2024$12,694 per active participant
2023$5,932 per active participant
2022$4,653 per active participant

Anderson Holdings's 2022 employer contribution ran above the $3,449 median for plans its size. 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 history3
2024$120,072 · 0.13%
2023$131,044 · 0.12%
2022$185,690 · 0.14%
Same employer
Similar plansReal Estate & Leasing · California
McGrath Rentcorp CA$147.9M · 0.08%
Essex Portfolio L.P. CA$138.2M · 0.21%
Cim Group, L.P. CA$135.3M · 0.10%
Castle & Cooke, Inc. CA$116.8M · 0.11%
Kilroy Realty Corporation CA$81.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952407261 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.