Plan Ledger DOL Form 5500 · updated monthly

Big Sandy Furniture, Inc.ESOP

BIG SANDY FURNITURE, INC. EMPLOYEE STOCK OWNERSHIP PLAN · FRANKLIN FURNACE, OH · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Big Sandy Furniture, Inc. reported $60,276 in plan administrative expenses for 2022: 0.08% of average plan assets, below the peer median. Employer contributions averaged $11,214 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 $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other retail trade employers. By assets it is the 401st-largest of 3,295 plans among Ohio employers on file, and the 409th of 5,215 in retail trade.

Plan summary
Net assets, end of year$90,216,111
Participants with balances551
Active participants387
Employer contributions$4,340,000
Employee contributions—
Employer contribution per active participant$11,214
Average account balance$163,732
Benefits paid to participants$4,378,566
Plan auditUnmodified (clean) audit opinion
AuditorKELLEY GALLOWAY SMITH GOOLSBY
Administrative expenses, itemized · 2022
Investment management$53,926
Professional / advisory$6,350
Total administrative$60,276
Employer contributions to the Big Sandy Furniture, Inc. plan · 2022
Employer contribution per active participant$11,214
Median for plans this size$3,449

Big Sandy Furniture, Inc.'s 2022 employer contribution ran above the $3,449 median for plans its size, placing it in the top quarter of its peers. 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$60,276 · 0.08%
Similar plansRetail Trade · Ohio
Carepathrx Midco Inc. OH$132.7M · 0.24%
Big Sandy Furniture, Inc. OH$128.1M · 0.04%
Devco Holdings, Inc. OH$106.1M · 0.06%
Jim Brown Chevrolet Inc. OH$80.4M · 0.14%
Heinen's, Inc. OH$70.4M · 0.25%
Arhaus, LLC OH$68.3M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610523483 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.