Plan Ledger DOL Form 5500 · updated monthly

Cogo Labs401(k)

COGO LABS RETIREMENT PLAN · CAMBRIDGE, MA · plan year 2022

Reported admin expense ratio · 2022
0.12%

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

Cogo Labs reported $9,711 in plan administrative expenses for 2022: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,087 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 0.12% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,147th of 2,726), and 9,026th of 11,654 in professional & technical services. In 2022, employees put in $8.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,043,781
Participants with balances130
Active participants27
Employer contributions$83,339
Employee contributions$704,345
Employer contribution per active participant$3,087
Average account balance$54,183
Benefits paid to participants$1,284,144
Plan auditUnmodified (clean) audit opinion
AuditorMILLER WACHMAN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 86 accts · $21K emplr
2023$6.5M · 106 accts · $53K emplr
2022$7.0M · 130 accts · $83K emplr
The Cogo Labs 401(k) match · 2022
Employer contribution per active participant$3,087
Median for plans this size$1,114
2024$1,305 per active participant
2023$2,972 per active participant
2022$3,087 per active participant

Cogo Labs's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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 history3
2024$12,681 · 0.19%
2023$10,967 · 0.16%
2022$9,711 · 0.12%
Similar plansProfessional & Technical Services · Massachusetts
Tk&K Services, L.L.C. MA$7.2M · 0.08%
Simply Business LLC MA$7.1M · 0.14%
Cm Group, LLC MA$7.1M · 1.01%
Thought Industries, Inc. MA$7.0M · 0.04%
Beales LLC MA$6.9M · 0.66%
Gns Healthcare, Inc MA$6.8M · 0.04%
INNO4 LLC MA$6.8M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203111576 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.