Plan Ledger DOL Form 5500 · updated monthly

Blue Ox Enterprises, LLC401(k)

BLUE OX ENTERPRISES LLC 401(K) PROFIT SHARING PLAN AND TRUST · SANFORD, FL · plan year 2022

Reported admin expense ratio · 2022
0.59%

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

Blue Ox Enterprises, LLC reported $17,087 in plan administrative expenses for 2022: 0.59% of average plan assets, above the peer median. Employer contributions averaged $1,107 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 construction employers. By assets it is among the smaller plans on file in Florida (2,931st of 3,644), and 4,589th of 5,337 in construction. In 2022, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,787,399
Participants with balances69
Active participants170
Employer contributions$188,218
Employee contributions$269,206
Employer contribution per active participant$1,107
Average account balance$40,397
Benefits paid to participants$204,124
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$17,087
Total administrative$17,087
The Blue Ox Enterprises, LLC 401(k) match · 2022
Employer contribution per active participant$1,107
Median for plans this size$1,114

Blue Ox Enterprises, LLC'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$17,087 · 0.59%
Similar plansConstruction · Florida
Davis Mail Services, Inc. FL$2.9M · 2.74%
Blume Mechanical, LLC FL$2.8M · 0.14%
Bauer Foundation Corp. FL$2.8M · 0.23%
A-1 Block Corp FL$2.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202296476 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.