Plan Ledger DOL Form 5500 · updated monthly

Cincinnati Ballet Company401(k)

CINCINNATI BALLET RETIREMENT SAVINGS PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Cincinnati Ballet Company reported $24,204 in plan administrative expenses for 2024: 0.69% of average plan assets, above the peer median. Employer contributions averaged $947 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 2 years on file its reported administrative ratio rose from 0.53% to 0.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Ohio (2,738th of 3,295), and 1,017th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,729,685
Participants with balances119
Active participants158
Employer contributions$149,570
Employee contributions$231,347
Employer contribution per active participant$947
Average account balance$31,342
Benefits paid to participants$405,851
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 119 accts · $150K emplr
2023$3.3M · 132 accts · $149K emplr
2022$2.7M · 117 accts · $155K emplr
The Cincinnati Ballet Company 401(k) match · 2024
Employer contribution per active participant$947
Median for plans this size$1,313
2024$947 per active participant
2023$862 per active participant
2022$899 per active participant

Cincinnati Ballet Company's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$24,204 · 0.69%
2023$17,800 · 0.59%
2022$17,583 · 0.53%
Similar plansArts, Entertainment & Recreation · Ohio
Toledo Museumof Art OH$5.9M · 0.70%
Akron Zoological Park OH$5.4M · 0.92%
Kenwood Country Club OH$3.7M · 0.66%
Areco Golf, LLC OH$3.3M · 0.76%
Columbus Museum of Art OH$3.0M · 1.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 316050354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.