Plan Ledger DOL Form 5500 · updated monthly

Ashley Management Corporation401(k)

THE ASHLEY COMPANIES EMPLOYEE RETIREMENT PLAN · ROCHESTER, NY · plan year 2022

Reported admin expense ratio · 2022
0.23%

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

Ashley Management Corporation reported $24,442 in plan administrative expenses for 2022: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,222 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New York (3,692nd of 5,648), and 1,141st of 2,096 in real estate & leasing. In 2022, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,438,086
Participants with balances87
Active participants71
Employer contributions$157,738
Employee contributions$310,530
Employer contribution per active participant$2,222
Average account balance$108,484
Benefits paid to participants$428,821
Plan auditUnmodified (clean) audit opinion
AuditorKASPERSKI DINAN & RINK CPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,418
Investment management$17,024
Total administrative$24,442
The Ashley Management Corporation 401(k) match · 2022
Employer contribution per active participant$2,222
Median for plans this size$2,266

Ashley Management Corporation's 2022 employer contribution ran below the $2,266 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 history1
2022$24,442 · 0.23%
Similar plansReal Estate & Leasing · New York
Akam Living Services, Inc. NY$10.6M · 0.69%
Rochester Management, Inc. NY$10.5M · 0.19%
Tgm Associates L.P. NY$10.2M · 0.67%
Tvr Communications LLC NY$8.9M · 0.56%
Smg Services, LLC NY$8.7M · 0.36%
Dawn Homes Management LLC NY$8.6M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 161182083 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.