Plan Ledger DOL Form 5500 · updated monthly

Arrowood Indemnity Company401(k)

THE 401(K) PLAN OF ARROWOOD INDEMNITY COMPANY · CHARLOTTE, NC · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Arrowood Indemnity Company reported $103,335 in plan administrative expenses for 2022: 0.06% of average plan assets, below the peer median. Employer contributions averaged $11,408 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 rose from 0.06% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other finance & insurance employers. By assets it is the 145th-largest of 2,005 plans among North Carolina employers on file, and the 710th of 4,798 in finance & insurance. In 2022, employees put in $1.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$158,502,052
Participants with balances616
Active participants105
Employer contributions$1,197,876
Employee contributions$1,641,954
Employer contribution per active participant$11,408
Average account balance$257,309
Benefits paid to participants$15,103,896
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$113.3M · 392 accts · $553K emplr
2023$147.8M · 530 accts · $687K emplr
2022$158.5M · 616 accts · $1.2M emplr
The Arrowood Indemnity Company 401(k) match · 2022
Employer contribution per active participant$11,408
Median for plans this size$3,449
2024$7,795 per active participant
2023$7,900 per active participant
2022$11,408 per active participant

Arrowood Indemnity Company's 2022 employer contribution ran above the $3,449 median for plans its size, placing it in the top 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.

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$97,621 · 0.07%
2023$94,490 · 0.06%
2022$103,335 · 0.06%
Same employer
Similar plansFinance & Insurance · North Carolina
Brighthouse Services, LLC NC$322.4M · 0.01%
Allspring Buyer LLC NC$310.4M · 0.03%
Iat Insurance Group Inc. NC$287.9M · 0.00%
First Bancorp NC$187.0M · 0.12%
Live Oak Banking Company NC$130.0M · 0.08%
Lendingtree, Inc. NC$107.4M · 0.19%
Hometrust Bancshares, Inc. NC$100.2M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 135358230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.