Plan Ledger DOL Form 5500 · updated monthly

Beacon Occupational Health And401(k)

BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST · ANCHORAGE, AK · plan year 2022

Reported admin expense ratio · 2022
0.92%

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

Beacon Occupational Health And reported $122,099 in plan administrative expenses for 2022: 0.92% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,052 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 among the smaller plans on file in Alaska (96th of 160), and 7,740th of 11,654 in professional & technical services. In 2022, employees put in $2.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,852,457
Participants with balances194
Active participants196
Employer contributions$402,117
Employee contributions$1,056,525
Employer contribution per active participant$2,052
Average account balance$55,941
Benefits paid to participants$1,745,337
Plan auditUnmodified (clean) audit opinion
AuditorPORTER & ALLISON, INC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$61,766
Investment management$45,983
Professional / advisory$14,350
Total administrative$122,099
The Beacon Occupational Health And 401(k) match · 2022
Employer contribution per active participant$2,052
Median for plans this size$2,266

Beacon Occupational Health And'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$122,099 · 0.92%
Same employer
Similar plansProfessional & Technical Services · Alaska
Pnd Engineers, Inc. AK$43.8M · 0.64%
R & M Consultants, Inc. AK$33.5M · 0.01%
Crw Engineering Group, Inc. AK$24.4M · 0.02%
Solstenxp Inc. AK$9.8M · 0.34%
Terrasond Limited AK$7.0M · 0.39%
Grant Aviation, Inc. AK$2.5M · 1.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920166824 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.