Plan Ledger DOL Form 5500 · updated monthly

Dayton-Phoenix Group, Inc.401(k)

DAYTON-PHOENIX GROUP, INC. SALARIED EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST · DAYTON, OH · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Dayton-Phoenix Group, Inc. reported $105,563 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,995 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 3 years on file its reported administrative ratio has held roughly steady near 0.269%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 761st-largest of 3,295 plans among Ohio employers on file, and the 439th of 2,677 in transportation & warehousing. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,862,980
Participants with balances265
Active participants195
Employer contributions$779,042
Employee contributions$1,507,038
Employer contribution per active participant$3,995
Average account balance$154,200
Benefits paid to participants$4,339,313
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$40.9M · 265 accts · $779K emplr
2023$37.6M · 238 accts · $758K emplr
2022$32.6M · 230 accts · $714K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,563
Total administrative$105,563
The Dayton-Phoenix Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,995
Median for plans this size$2,416
2024$3,995 per active participant
2023$3,847 per active participant
2022$3,902 per active participant

Dayton-Phoenix Group, Inc.'s 2024 employer contribution ran above the $2,416 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.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$68,312
EVERHART ADVISORS · Investment advisory (plan)$37,251

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$105,563 · 0.27%
2023$95,760 · 0.27%
2022$99,194 · 0.27%
All plans at this employer2
DAYTON-PHOENIX GROUP, INC. HOURLY EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST401(k)
DAYTON-PHOENIX GROUP, INC. SALARIED EMPLOYEES 401(K) RETIREMENT PLAN AND TRUST401(k)
Same employer
Similar plansTransportation & Warehousing · Ohio
Parsec, Inc. OH$54.3M
World Shipping, Inc. OH$46.6M · 0.09%
Commuteair LLC OH$43.7M · 0.04%
The Wheeling Corporation OH$42.6M · 0.27%
Odw Logistics, Inc. OH$38.9M · 0.44%
Mormac Marine Group, Inc. OH$34.5M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 311356760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.