Plan Ledger DOL Form 5500 · updated monthly

Coakley & Williams Construction, Inc.401(k)

COAKLEY & WILLIAMS CONSTRUCTION CO, 401(K) PLAN · BETHESDA, MD · plan year 2022

Reported admin expense ratio · 2022
0.23%

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

Coakley & Williams Construction, Inc. reported $58,700 in plan administrative expenses for 2022: 0.23% of average plan assets, below the peer median. Employer contributions averaged $3,581 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 construction employers. By assets it is the 629th-largest of 1,671 plans among Maryland employers on file, and the 1,951st of 5,337 in construction. In 2022, employees put in $3.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,120,416
Participants with balances158
Active participants106
Employer contributions$379,548
Employee contributions$1,437,974
Employer contribution per active participant$3,581
Average account balance$133,674
Benefits paid to participants$5,183,193
Plan auditUnmodified (clean) audit opinion
The Coakley & Williams Construction, Inc. 401(k) match · 2022
Employer contribution per active participant$3,581
Median for plans this size$2,266

Coakley & Williams Construction, 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$58,700 · 0.23%
Similar plansConstruction · Maryland
Case Design/Remodeling,Inc. MD$22.1M · 0.49%
Buch Construction, Inc. MD$21.5M · 0.41%
Concrete General, Inc. MD$21.1M · 0.56%
Kogok Corporation MD$19.7M · 0.40%
P. Flanigan and Sons, Inc. MD$19.5M · 0.01%
Mona Electric Group, Inc. MD$19.0M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521574472 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.