Plan Ledger DOL Form 5500 · updated monthly

Dons Appliances LTD401(k)

DON'S APPLIANCES LTD 401(K) PROFIT SHARING PLAN AND TRUST · PITTSBURGH, PA · plan year 2022

Reported admin expense ratio · 2022
0.83%

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

Dons Appliances LTD reported $81,294 in plan administrative expenses for 2022: 0.83% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,656 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Pennsylvania (2,388th of 3,651), and 1,174th of 2,096 in real estate & leasing. In 2022, employees put in $2.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,051,660
Participants with balances170
Active participants170
Employer contributions$281,468
Employee contributions$818,673
Employer contribution per active participant$1,656
Average account balance$53,245
Benefits paid to participants$785,997
Plan auditUnmodified (clean) audit opinion
AuditorGOFF BACKA ALFERA & COMPANY, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $224K emplr
2022$9.1M · 170 accts · $281K emplr
Administrative expenses, itemized · 2022
Investment management$81,294
Total administrative$81,294
The Dons Appliances LTD 401(k) match · 2022
Employer contribution per active participant$1,656
Median for plans this size$1,114

Dons Appliances LTD's 2022 employer contribution ran above the $1,114 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 history2
2023Not separately reported
2022$81,294 · 0.83%
Same employer
Similar plansReal Estate & Leasing · Pennsylvania
The Buncher Company PA$11.7M · 0.00%
McKinney Properties, Inc. PA$11.6M · 0.26%
Mlp Ventures Group PA$9.0M · 1.37%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 841619045 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.