Plan Ledger DOL Form 5500 · updated monthly

Brotherhood of Locomotive Engineers and Trainmen401(k)

BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401 (K) RETIREMENT PLAN · INDEPENDENCE, OH · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Brotherhood of Locomotive Engineers and Trainmen reported $16,041 in plan administrative expenses for 2022: 0.13% 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (1,812th of 3,295), and 7,351st of 11,654 in professional & technical services. In 2022, employees put in $3.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,145,234
Participants with balances86
Active participants118
Employer contributions$153,634
Employee contributions$593,058
Employer contribution per active participant$1,302
Average account balance$141,224
Benefits paid to participants$262,739
Plan auditUnmodified (clean) audit opinion
AuditorCIUNI & PANICHI, INC.
The Brotherhood of Locomotive Engineers and Trainmen 401(k) match · 2022
Employer contribution per active participant$1,302
Median for plans this size$2,266

Brotherhood of Locomotive Engineers and Trainmen's 2022 employer contribution ran below the $2,266 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$16,041 · 0.13%
Similar plansProfessional & Technical Services · Ohio
Arcos LLC OH$12.5M · 0.45%
Shremshock Architects, Inc. OH$12.4M · 0.01%
Esl Gaming America, Inc OH$12.2M · 0.35%
Bodine Perry, LLC OH$11.5M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 346000349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.