Plan Ledger DOL Form 5500 · updated monthly

Dorothy Lane Market, Inc401(k)

DOROTHY LANE MARKET, INC. 401(K) RETIREMENT PLAN · DAYTON, OH · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Dorothy Lane Market, Inc reported $58,827 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $298 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 rose from 0.28% to 0.33%. 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 the 1,360th-largest of 3,295 plans among Ohio employers on file, and the 1,511th of 5,215 in retail trade. In 2024, employees put in $7.04 for every $1.00 the employer contributed; active participation has grown from 527 to 686 since 2022.

Plan summary
Net assets, end of year$19,207,972
Participants with balances717
Active participants686
Employer contributions$204,140
Employee contributions$1,436,436
Employer contribution per active participant$298
Average account balance$26,789
Benefits paid to participants$1,379,943
Plan auditUnmodified (clean) audit opinion
AuditorSTROH JOHNSON CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$19.2M · 717 accts · $204K emplr
2023$17.0M · 696 accts · $183K emplr
2022$14.6M · 646 accts · $158K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,481
Investment management$46
Total administrative$58,827
The Dorothy Lane Market, Inc 401(k) match · 2024
Employer contribution per active participant$298
Median for plans this size$2,416
2024$298 per active participant
2023$261 per active participant
2022$300 per active participant

Dorothy Lane Market, 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
EVERHART FINANCIAL GROUP INCindirect 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$58,827 · 0.33%
2023$41,636 · 0.26%
2022$44,848 · 0.28%
Same employer
Similar plansRetail Trade · Ohio
Legacy Farmers Cooperative OH$19.3M · 0.37%
Sunnyside Automotive, Inc. OH$19.2M · 0.44%
Coughlin Chevrolet Inc. OH$18.9M · 0.68%
Fresh Encounter, Inc. OH$18.3M · 0.22%
Universal Screen Arts, Inc. OH$17.7M · 0.13%
Beechmont Investments, Inc. OH$17.5M · 0.84%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 310561868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.