Plan Ledger DOL Form 5500 · updated monthly

Capris Furniture Industries, Inc.401(k) + ESOP (KSOP)

CAPRIS FURNITURE INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP & SAVINGS PLAN · OCALA, FL · plan year 2023

Reported admin expense ratio · 2023
0.61%

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

Capris Furniture Industries, Inc. reported $58,151 in plan administrative expenses for 2023: 0.61% of average plan assets, above the peer median. Employer contributions averaged $3,487 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 0.40% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,808th-largest of 3,644 plans among Florida employers on file, and 8,911th of 13,661 in manufacturing. In 2023, the employer put in $1.22 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$9,756,635
Participants with balances163
Active participants125
Employer contributions$435,903
Employee contributions$356,780
Employer contribution per active participant$3,487
Average account balance$59,857
Benefits paid to participants$1,062,512
Plan auditUnmodified (clean) audit opinion
AuditorPURVIS GRAY & COMPANY
Plan history2
Yearassets · accounts · employer contribution
2023$9.8M · 163 accts · $436K emplr
2022$9.2M · 214 accts · $245K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$30,569
Total administrative$58,151
The Capris Furniture Industries, Inc. 401(k) match · 2023
Employer contribution per active participant$3,487
Median for plans this size$1,308
2023$3,487 per active participant
2022$1,724 per active participant

Capris Furniture Industries, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
WILSHIRE ASSOCIATES INC · Insurance services$1,016

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

Administrative cost history2
2023$58,151 · 0.61%
2022$41,226 · 0.40%
Same employer
Similar plansManufacturing · Florida
Drummond Press Inc FL$10.0M · 0.48%
Neocis, Inc. FL$10.0M · 0.12%
Mnemonics, Inc FL$9.9M · 0.14%
Hoveround Corporation FL$9.9M · 0.56%
Tuuci, LLC FL$9.7M · 0.82%
Beehive Industries LLC FL$9.6M · 0.27%
Beam Associates, LLC FL$9.4M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592694517 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.