Plan Ledger DOL Form 5500 · updated monthly

Delta Management Associates, Inc.401(k)

DELTA MANAGEMENT ASSOC. 401(K) P/S PLAN · CHELSEA, MA · plan year 2022

Reported admin expense ratio · 2022
0.26%

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

Delta Management Associates, Inc. reported $18,407 in plan administrative expenses for 2022: 0.26% of average plan assets, below the peer median. Employer contributions averaged $4,602 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 1 year on file its reported administrative ratio rose from 0.26% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Massachusetts (2,216th of 2,726), and 1,306th of 2,534 in administrative & support services. In 2022, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,246,454
Participants with balances127
Active participants25
Employer contributions$115,050
Employee contributions$210,209
Employer contribution per active participant$4,602
Average account balance$49,185
Benefits paid to participants$544,950
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.5M · 51 accts · $54K emplr
2022$6.2M · 127 accts · $115K emplr
The Delta Management Associates, Inc. 401(k) match · 2022
Employer contribution per active participant$4,602
Median for plans this size$1,114
2023$2,464 per active participant
2022$4,602 per active participant

Delta Management Associates, Inc.'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 history2
2023$22,387 · 0.42%
2022$18,407 · 0.26%
Similar plansAdministrative & Support Services · Massachusetts
Divert, Inc. MA$10.7M · 1.02%
Audley Travel US, Inc. MA$8.8M · 0.08%
Lyons Group LTD. MA$8.0M · 0.12%
Onyx Corporation MA$6.2M · 0.04%
The Hollister Group Inc MA$5.1M · 0.08%
Micro Tech Staffing Group MA$5.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042905813 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.