Plan Ledger DOL Form 5500 · updated monthly

Dolbey & Company, Inc.401(k)

DOLBEY AND COMPANY 401(K) PLAN · CINCINNATI, OH · plan year 2022

Reported admin expense ratio · 2022
0.49%

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

Dolbey & Company, Inc. reported $61,939 in plan administrative expenses for 2022: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,534 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 information & media employers. By assets it is among the smaller plans on file in Ohio (1,881st of 3,295), and 1,425th of 2,199 in information & media. In 2022, employees put in $3.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,307,382
Participants with balances99
Active participants96
Employer contributions$147,298
Employee contributions$479,791
Employer contribution per active participant$1,534
Average account balance$114,216
Benefits paid to participants$899,098
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$49,124
Investment management$10,238
Professional / advisory$2,577
Total administrative$61,939
The Dolbey & Company, Inc. 401(k) match · 2022
Employer contribution per active participant$1,534
Median for plans this size$2,266

Dolbey & Company, 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$61,939 · 0.49%
Similar plansInformation & Media · Ohio
3GTMS, LLC OH$13.0M · 0.26%
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NEWS-2-YOU, Inc. OH$12.1M · 0.30%
Sandusky Newspapers Inc OH$10.6M · 0.35%
Onshift, Inc. OH$10.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310600843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.