Plan Ledger DOL Form 5500 · updated monthly

Caron Holdings, Inc.401(k)

CARON HOLDINGS, INC. 401(K) PLAN · NORWELL, MA · plan year 2022

Reported admin expense ratio · 2022
0.52%

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

Caron Holdings, Inc. reported $86,195 in plan administrative expenses for 2022: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,950 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 wholesale trade employers. By assets it is among the smaller plans on file in Massachusetts (1,442nd of 2,726), and 2,132nd of 4,246 in wholesale trade. In 2022, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,311,363
Participants with balances165
Active participants146
Employer contributions$430,659
Employee contributions$1,060,289
Employer contribution per active participant$2,950
Average account balance$104,917
Benefits paid to participants$835,787
Plan auditUnmodified (clean) audit opinion
The Caron Holdings, Inc. 401(k) match · 2022
Employer contribution per active participant$2,950
Median for plans this size$2,266

Caron Holdings, Inc.'s 2022 employer contribution ran above 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$86,195 · 0.52%
Similar plansWholesale Trade · Massachusetts
State Garden, Inc. MA$18.6M · 0.10%
Concord Foods, LLC MA$18.3M · 0.06%
Imperial Distributors, Inc. MA$18.0M · 0.34%
Iredale Cosmetics, Inc. MA$17.8M · 0.09%
Brewster Home Fashions, LLC MA$17.0M · 0.02%
Greene Rubber Company Inc MA$16.8M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 883464347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.