Plan Ledger DOL Form 5500 · updated monthly

City Property Management Company401(k)

CITY PROPERTY MANAGEMENT COMPANY 401K PROFIT SHARING PLAN & TRUST · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.12%

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

City Property Management Company reported $4,038 in plan administrative expenses for 2022: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $140 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 management of companies employers. By assets it is among the smaller plans on file in Arizona (984th of 1,285), and 702nd of 786 in management of companies. In 2022, employees put in $6.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,892,297
Participants with balances50
Active participants152
Employer contributions$21,328
Employee contributions$136,179
Employer contribution per active participant$140
Average account balance$57,846
Benefits paid to participants$207,713
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$4,038
Total administrative$4,038
The City Property Management Company 401(k) match · 2022
Employer contribution per active participant$140
Median for plans this size$1,114

City Property Management Company's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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$4,038 · 0.12%
Same employer
Similar plansManagement of Companies · Arizona
Transact Campus AZ$45.0M · 0.33%
Cwie Holding Company, Inc. AZ$18.8M · 0.05%
Rainy Partners, LLC. AZ$11.5M · 0.05%
Devi Holdings, Inc. AZ$3.6M · 2.62%
Exodyne, Inc. AZ$2.1M · 1.25%
Twins Management, Inc. AZ$1.1M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860370809 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.