Plan Ledger DOL Form 5500 · updated monthly

Baco Realty Corporation401(k)

BACO REALTY CORPORATION 401K RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2022

Reported admin expense ratio · 2022
3.69%

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

Baco Realty Corporation reported $248,853 in plan administrative expenses for 2022: 3.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,564 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (6,001st of 9,483), and 1,255th of 2,096 in real estate & leasing. In 2022, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,034,239
Participants with balances62
Active participants127
Employer contributions$198,663
Employee contributions$383,331
Employer contribution per active participant$1,564
Average account balance$129,585
Benefits paid to participants$197,234
Plan auditUnmodified (clean) audit opinion
AuditorCOTE & COMPANY,A.P.C.
Administrative expenses, itemized · 2022
Investment management$248,615
Professional / advisory$238
Total administrative$248,853
The Baco Realty Corporation 401(k) match · 2022
Employer contribution per active participant$1,564
Median for plans this size$1,114

Baco Realty Corporation's 2022 employer contribution ran above the $1,114 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$248,853 · 3.69%
Same employer
Similar plansReal Estate & Leasing · California
Amusement Industry, Inc. CA$8.2M · 0.79%
Ray Stone Incorporated CA$8.0M · 0.22%
Ballast Investments, LLC CA$7.6M · 0.31%
Callsource CA$7.6M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943113338 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.