Plan Ledger DOL Form 5500 · updated monthly

Benj. E. Sherman & Sons401(k)

BENJ. E. SHERMAN & SONS 401(K) PLAN AND TRUST · NORTHBROOK, IL · plan year 2022

Reported admin expense ratio · 2022
0.86%

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

Benj. E. Sherman & Sons reported $20,178 in plan administrative expenses for 2022: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $703 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 Illinois (3,348th of 3,702), and 1,842nd of 2,096 in real estate & leasing. In 2022, employees put in $2.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,108,424
Participants with balances31
Active participants83
Employer contributions$58,326
Employee contributions$166,803
Employer contribution per active participant$703
Average account balance$68,014
Benefits paid to participants$176,928
Plan auditUnmodified (clean) audit opinion
AuditorJMM CPA
Administrative expenses, itemized · 2022
Investment management$19,094
Professional / advisory$1,084
Total administrative$20,178
The Benj. E. Sherman & Sons 401(k) match · 2022
Employer contribution per active participant$703
Median for plans this size$1,114

Benj. E. Sherman & Sons's 2022 employer contribution ran below 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$20,178 · 0.86%
Similar plansReal Estate & Leasing · Illinois
F & F Realty, LTD. IL$2.8M · 0.45%
Tentac Enterprises, LLC IL$2.5M · 0.56%
Marquee Event Group, Inc. IL$2.4M · 0.81%
Flats, LLC IL$2.2M · 0.12%
Eh Holdco LLC IL$2.0M · 0.31%
D'Aprile Properties IL$1.7M · 1.45%
Redwood Residential, LLC. IL$1.7M · 2.38%
Wpd Management LLC IL$1.5M · 0.29%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 361167560 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.