Plan Ledger DOL Form 5500 · updated monthly

Cap & Associates, Inc.401(k)

CAP & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · COLUMBUS, OH · plan year 2022

Reported admin expense ratio · 2022
0.45%

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

Cap & Associates, Inc. reported $33,196 in plan administrative expenses for 2022: 0.45% of average plan assets, below the peer median. Employer contributions averaged $2,067 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 manufacturing employers. By assets it is among the smaller plans on file in Ohio (2,393rd of 3,295), and 10,567th of 13,661 in manufacturing. In 2022, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,225,263
Participants with balances82
Active participants69
Employer contributions$142,638
Employee contributions$261,910
Employer contribution per active participant$2,067
Average account balance$75,918
Benefits paid to participants$1,425,775
Plan auditUnmodified (clean) audit opinion
AuditorNERONE CLLB & ASSOCIATES, LLC
Administrative expenses, itemized · 2022
Investment management$33,196
Total administrative$33,196
The Cap & Associates, Inc. 401(k) match · 2022
Employer contribution per active participant$2,067
Median for plans this size$1,114

Cap & Associates, Inc.'s 2022 employer contribution ran above the $1,114 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$33,196 · 0.45%
Similar plansManufacturing · Ohio
D.W. Lift Sales, Inc. OH$6.3M · 0.33%
Jbc Technologies Inc. OH$6.3M · 1.00%
Technicote, Inc. OH$6.3M · 0.11%
Facil North America Inc OH$6.3M · 0.91%
Gb Manufacturing Co. OH$6.2M · 0.95%
St. Marys Foundry, Inc. OH$6.2M · 0.64%
Borgers USA Corp. OH$6.1M · 1.86%
Lordstown Ev Corporation OH$6.1M · 1.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311002301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.