Plan Ledger DOL Form 5500 · updated monthly

Brookville Enterprises401(k)

BROOKVILLE ENTERPRISES 401(K) PLAN · BROOKVILLE, OH · plan year 2022

Reported admin expense ratio · 2022
0.18%

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

Brookville Enterprises reported $3,470 in plan administrative expenses for 2022: 0.18% of average plan assets, below the peer median. Employer contributions averaged $398 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 1 year on file its reported administrative ratio rose from 0.18% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (3,049th of 3,295), and 10,244th of 11,911 in health care & social assistance. In 2022, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,766,606
Participants with balances112
Active participants115
Employer contributions$45,715
Employee contributions$122,054
Employer contribution per active participant$398
Average account balance$15,773
Benefits paid to participants$134,401
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.6M · 82 accts · $48K emplr
2022$1.8M · 112 accts · $46K emplr
The Brookville Enterprises 401(k) match · 2022
Employer contribution per active participant$398
Median for plans this size$1,114
2023$429 per active participant
2022$398 per active participant

Brookville Enterprises's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 history2
2023$4,910 · 0.30%
2022$3,470 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Good Shepherd Home OH$1.7M · 0.01%
Vrable Healthcare, Inc. OH$1.7M · 1.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310822544 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.