Plan Ledger DOL Form 5500 · updated monthly

Diploma Holdings, Inc401(k)

DIPLOMA HOLDINGS, INC. 401(K) PLAN · CLEARWATER, FL · plan year 2022

Reported admin expense ratio · 2022
0.29%

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

Diploma Holdings, Inc reported $105,735 in plan administrative expenses for 2022: 0.29% of average plan assets, above the peer median. Employer contributions averaged $1,794 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 wholesale trade employers. By assets it is the 747th-largest of 3,644 plans among Florida employers on file, and the 1,231st of 4,246 in wholesale trade. In 2022, employees put in $3.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,464,531
Participants with balances723
Active participants582
Employer contributions$1,044,357
Employee contributions$3,187,078
Employer contribution per active participant$1,794
Average account balance$46,286
Benefits paid to participants$4,458,292
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$63,351
Investment management$35,045
Total administrative$105,735
The Diploma Holdings, Inc 401(k) match · 2022
Employer contribution per active participant$1,794
Median for plans this size$2,266

Diploma Holdings, Inc's 2022 employer contribution ran below 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$105,735 · 0.29%
Same employer
Similar plansWholesale Trade · Florida
Evi Industries, Inc. FL$37.5M · 0.29%
Acr Electronics, Inc. FL$32.6M · 0.12%
Ware Group, LLC FL$31.8M · 0.38%
Sesco Lighting, Inc. FL$29.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590970013 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.