Plan Ledger DOL Form 5500 · updated monthly

Cazenovia Equipment Co., Inc.401(k)

CAZENOVIA EQUIPMENT CO., INC. 401(K) PLAN · CAZENOVIA, NY · plan year 2022

Reported admin expense ratio · 2022
0.18%

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

Cazenovia Equipment Co., Inc. reported $26,071 in plan administrative expenses for 2022: 0.18% of average plan assets, below the peer median. Employer contributions averaged $1,782 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 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (3,009th of 5,648), and the 1,946th of 5,215 in retail trade. In 2022, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,584,048
Participants with balances163
Active participants184
Employer contributions$327,950
Employee contributions$551,079
Employer contribution per active participant$1,782
Average account balance$89,473
Benefits paid to participants$1,615,576
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$4.5M · 52 accts · $220K emplr
2022$14.6M · 163 accts · $328K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,325
Investment management$22,746
Total administrative$26,071
The Cazenovia Equipment Co., Inc. 401(k) match · 2022
Employer contribution per active participant$1,782
Median for plans this size$2,266

Cazenovia Equipment Co., Inc.'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 history3
2024Not separately reported
2023$23,642 · 0.25%
2022$26,071 · 0.18%
Same employer
Similar plansRetail Trade · New York
Jrsk, Inc. dba Away NY$15.5M · 0.48%
G & L Davis Meat Co., Inc. NY$15.3M · 0.04%
Diesel USA, Inc. NY$15.2M · 0.11%
Paperless Inc. NY$14.6M · 0.42%
Brunello Cucinelli USA Inc NY$14.1M · 0.12%
Goldstein Enterprises, Inc. NY$13.8M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 150619704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.