Plan Ledger DOL Form 5500 · updated monthly

Country Club of Rochester401(k)

COUNTRY CLUB OF ROCHESTER 401K PROFIT SHARING PLAN AND TRUST · ROCHESTER, NY · plan year 2022

Reported admin expense ratio · 2022
0.38%

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

Country Club of Rochester reported $20,752 in plan administrative expenses for 2022: 0.38% of average plan assets, below the peer median. Employer contributions averaged $1,310 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 arts, entertainment & recreation employers. By assets it is among the smaller plans on file in New York (4,466th of 5,648), and 931st of 1,311 in arts, entertainment & recreation. In 2022, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,038,002
Participants with balances92
Active participants106
Employer contributions$138,896
Employee contributions$209,496
Employer contribution per active participant$1,310
Average account balance$54,761
Benefits paid to participants$132,045
Plan auditUnmodified (clean) audit opinion
The Country Club of Rochester 401(k) match · 2022
Employer contribution per active participant$1,310
Median for plans this size$1,114

Country Club of Rochester's 2022 employer contribution ran above the $1,114 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$20,752 · 0.38%
Similar plansArts, Entertainment & Recreation · New York
Atlantis Marine World LLC NY$6.4M · 0.53%
Oak Hill Country Club NY$5.5M · 0.56%
Storm King Art Center NY$4.9M · 0.27%
Shed Nyc, Inc. NY$4.4M · 0.67%
Area 15 Global LLC NY$3.8M · 1.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160394400 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.