Plan Ledger DOL Form 5500 · updated monthly

Dooney and Bourke, Inc.401(k)

DOONEY AND BOURKE, INC. 401(K) PLAN · NORWALK, CT · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Dooney and Bourke, Inc. reported $82,719 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 has held roughly steady near 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Connecticut (641st of 1,106), and the 1,941st of 5,215 in retail trade.

Plan summary
Net assets, end of year$14,637,018
Participants with balances126
Active participants205
Employer contributions$0
Employee contributions$738,629
Employer contribution per active participant$0
Average account balance$116,167
Benefits paid to participants$72,880
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 126 accts
2023$12.0M · 124 accts
2022$10.3M · 127 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,719
Total administrative$82,719
The Dooney and Bourke, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Dooney and Bourke, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
JOHN HANCOCK USA · Recordkeeping$433

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$82,719 · 0.62%
2023$66,048 · 0.59%
2022$74,414 · 0.63%
Same employer
Similar plansRetail Trade · Connecticut
Designs for Health, Inc. CT$15.7M · 0.64%
Mitchell Auto Group, Inc. CT$15.3M · 0.48%
Hocon Gas, Inc. CT$15.0M · 0.30%
Columbia Ford, Inc. CT$14.2M · 0.50%
Lynch Motors, Inc. CT$13.3M · 0.03%
Bozzuto's, Inc. CT$12.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060923301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.