Plan Ledger DOL Form 5500 · updated monthly

Ata Holdings, Inc.401(k)

ATA HOLDINGS, INC 401(K) RETIREMENT PLAN · ALBUQUERQUE, NM · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Ata Holdings, Inc. reported $11,893 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,267 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 professional & technical services employers. By assets it is the 81st-largest of 290 plans among New Mexico employers on file, and the 5,185th of 11,654 in professional & technical services. In 2022, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,073,212
Participants with balances236
Active participants103
Employer contributions$1,366,490
Employee contributions$2,363,876
Employer contribution per active participant$13,267
Average account balance$93,531
Benefits paid to participants$4,910,620
Plan auditUnmodified (clean) audit opinion
The Ata Holdings, Inc. 401(k) match · 2022
Employer contribution per active participant$13,267
Median for plans this size$2,266

Ata Holdings, Inc.'s 2022 employer contribution ran above the $2,266 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.

Administrative cost history1
2022$11,893 · 0.05%
Similar plansProfessional & Technical Services · New Mexico
Speridian Technologies, LLC NM$24.4M · 0.15%
Xl Scientific, LLC NM$22.4M · 0.38%
Techsource, Inc. NM$20.6M · 0.45%
Miller Engineers, Inc. NM$14.9M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834005308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.