Plan Ledger DOL Form 5500 · updated monthly

Athenex, Inc.401(k)

ATHENEX INC 401(K) PROFIT SHARING PLAN AND TRUST · BUFFALO, NY · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Athenex, Inc. reported $8,039 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,733 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 health care & social assistance employers. By assets it is the 2,578th-largest of 5,648 plans among New York employers on file, and the 3,780th of 11,911 in health care & social assistance. In 2022, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,378,202
Participants with balances346
Active participants260
Employer contributions$970,619
Employee contributions$2,534,158
Employer contribution per active participant$3,733
Average account balance$56,006
Benefits paid to participants$3,039,073
Plan auditUnmodified (clean) audit opinion
AuditorFREED MAXICK CPAS, PC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $411K emplr
2022$19.4M · 346 accts · $971K emplr
Administrative expenses, itemized · 2022
Investment management$3,944
Total administrative$8,039
The Athenex, Inc. 401(k) match · 2022
Employer contribution per active participant$3,733
Median for plans this size$2,266

Athenex, Inc.'s 2022 employer contribution ran above 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 history2
2023Not separately reported
2022$8,039 · 0.04%
Similar plansHealth Care & Social Assistance · New York
Tribeca Pediatrics PLLC NY$19.5M · 0.48%
Middletown Medical, P.C. NY$19.4M · 0.84%
Prine Health Medical Group NY$18.9M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431985966 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.