Plan Ledger DOL Form 5500 · updated monthly

Donley Companies, Inc.401(k)

DONLEY'S 401(K) RETIREMENT PLAN · CLEVELAND, OH · plan year 2025

Reported admin expense ratio · 2025
0.39%

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

Donley Companies, Inc. reported $89,650 in plan administrative expenses for 2025: 0.39% of average plan assets, above the peer median. Employer contributions averaged $1,296 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 rose from 0.34% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other construction employers. By assets it is the 1,153rd-largest of 3,295 plans among Ohio employers on file, and the 1,779th of 5,337 in construction. In 2025, employees put in $2.36 for every $1.00 the employer contributed; active participation has grown from 423 to 563 since 2022.

Plan summary
Net assets, end of year$24,174,110
Participants with balances320
Active participants563
Employer contributions$729,862
Employee contributions$1,721,990
Employer contribution per active participant$1,296
Average account balance$75,544
Benefits paid to participants$3,787,058
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$24.2M · 320 accts · $730K emplr
2024$22.3M · 304 accts · $639K emplr
2023$18.5M · 364 accts · $561K emplr
2022$18.6M · 307 accts · $510K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$76,650
Audit (IQPA)$13,000
Total administrative$89,650
The Donley Companies, Inc. 401(k) match · 2025
Employer contribution per active participant$1,296
Median for plans this size$2,666
2025$1,296 per active participant
2024$1,215 per active participant
2023$1,321 per active participant
2022$1,205 per active participant

Donley Companies, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
COHEN & COMPANY LTE · Accounting / audit$13,000
REA & ASSOCIATES, INC. · Contract administrator$4,500
KESTRA INVESTMENT SERVICES, LLCindirect comp

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

Administrative cost history4
2025$89,650 · 0.39%
2024$77,965 · 0.38%
2023$64,278 · 0.35%
2022$67,577 · 0.34%
All plans at this employer2
DONLEY'S 401(K) RETIREMENT PLAN401(k)
DONLEY COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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United Group Services, Inc. OH$25.4M · 0.27%
The Brewer-Garrett Company OH$24.6M · 0.37%
Smoot Corporation OH$24.5M · 0.07%
Hgc Construction Co. OH$23.9M · 0.50%
E.S. Wagner Company OH$23.7M · 0.31%
Mbc Holdings of Ohio Inc. OH$23.5M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873916612 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.