Plan Ledger DOL Form 5500 · updated monthly

Bally Americas Inc.401(k)

BALLY AMERICAS INC. 401(K) PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Bally Americas Inc. reported $1,494 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,160 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 1 year on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (4,345th of 5,648), and 3,578th of 5,215 in retail trade. In 2023, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,669,324
Participants with balances118
Active participants99
Employer contributions$114,835
Employee contributions$276,799
Employer contribution per active participant$1,160
Average account balance$48,045
Benefits paid to participants$480,741
Plan auditUnmodified (clean) audit opinion
AuditorDOWNEY & COMPANY, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$5.7M · 118 accts · $115K emplr
2022$4.9M · 118 accts · $119K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,494
Total administrative$1,494
The Bally Americas Inc. 401(k) match · 2023
Employer contribution per active participant$1,160
Median for plans this size$1,308
2023$1,160 per active participant
2022$1,175 per active participant

Bally Americas Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,494
LPL FINANCIAL LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$1,494 · 0.03%
2022$1,349 · 0.02%
Similar plansRetail Trade · New York
Van Bortel Ford, Inc. NY$6.0M · 0.43%
Foot Locker Retail, Inc. NY$5.7M · 0.44%
Q4 Designs LLC NY$5.6M · 0.48%
Tc Jeep, Inc. NY$5.6M · 0.22%
Middletown Nissan Inc NY$5.5M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132665498 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.