Plan Ledger DOL Form 5500 · updated monthly

Donelan's Supermarkets, Inc.401(k)

DONELAN'S SAVINGS & INVESTMENT PLAN · LITTLETON, MA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Donelan's Supermarkets, Inc. reported $36,102 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $118 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 2 years on file its reported administrative ratio fell from 0.66% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Massachusetts (2,035th of 2,726), and 2,999th of 5,215 in retail trade. In 2024, employees put in $9.34 for every $1.00 the employer contributed; active participation has grown from 129 to 181 since 2022.

Plan summary
Net assets, end of year$8,168,357
Participants with balances134
Active participants181
Employer contributions$21,321
Employee contributions$199,240
Employer contribution per active participant$118
Average account balance$60,958
Benefits paid to participants$672,911
Plan auditUnmodified (clean) audit opinion
AuditorMURPHY GAUDREAU HOSKINSON, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 134 accts · $21K emplr
2023$7.9M · 141 accts · $11K emplr
2022$7.8M · 144 accts
The Donelan's Supermarkets, Inc. 401(k) match · 2024
Employer contribution per active participant$118
Median for plans this size$1,313
2024$118 per active participant
2023$54 per active participant

Donelan's Supermarkets, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
EMPOWER ADVISORY GROUP, LLC · Investment management$31,454
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (plan)$3,916
NEXT FINANCIAL GROUP INCindirect comp
THE ANGELL PENSION GROUP, INC. · Contract administratorindirect comp

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

Administrative cost history3
2024$36,102 · 0.45%
2023$37,276 · 0.47%
2022$59,830 · 0.66%
Same employer
Similar plansRetail Trade · Massachusetts
U.S. Art Company, Inc. MA$9.1M · 0.00%
Texthelp Inc. MA$8.3M · 0.28%
Hydrow, Inc. MA$8.1M · 0.76%
Best Chevrolet, Inc. MA$8.1M · 0.59%
Evolved by Nature, Inc. MA$8.0M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042795789 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.