Plan Ledger DOL Form 5500 · updated monthly

Bj's Enterprises, Inc401(k)

BJ'S ENTERPRISES, INC. 401(K) PLAN · FIFE, WA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Bj's Enterprises, Inc reported $15,317 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $1,302 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 2 years on file its reported administrative ratio rose from 0.32% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Washington (1,370th of 1,714), and 952nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.61 for every $1.00 the employer contributed; active participation has grown from 144 to 177 since 2022.

Plan summary
Net assets, end of year$4,695,164
Participants with balances128
Active participants177
Employer contributions$230,499
Employee contributions$372,031
Employer contribution per active participant$1,302
Average account balance$36,681
Benefits paid to participants$144,391
Plan auditUnmodified (clean) audit opinion
AuditorRICHEY, MAY& CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 128 accts · $230K emplr
2023$3.8M · 111 accts · $193K emplr
2022$3.0M · 94 accts · $173K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,317
Total administrative$15,317
The Bj's Enterprises, Inc 401(k) match · 2024
Employer contribution per active participant$1,302
Median for plans this size$1,313
2024$1,302 per active participant
2023$1,150 per active participant
2022$1,203 per active participant

Bj's Enterprises, Inc's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
UBS FINANCIAL · Investment advisory (plan)$13,667
DEFINITI · Contract administrator$1,375
CAPITAL GROUP RETIREMENT PLAN SVCS$275

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

Administrative cost history3
2024$15,317 · 0.36%
2023$12,266 · 0.36%
2022$10,082 · 0.32%
Same employer
Similar plansArts, Entertainment & Recreation · Washington
Pacific Science Center WA$6.6M · 0.21%
Oki Golf LLC WA$5.2M · 0.38%
Center Art LLC WA$3.0M · 1.13%
Til Gaming, LLC WA$2.1M · 0.28%
Kirkwood & Kirkwood WA$1.9M · 1.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911285969 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.