Plan Ledger DOL Form 5500 · updated monthly

Dream Ranch Holdings Co.ESOP

LEANIN' TREE EMPLOYEE STOCK OWNERSHIP PLAN · BOULDER, CO · plan year 2024

Employer contribution per participant · 2024
$3,002

Dream Ranch Holdings Co.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held -$1,822,473 across 137 participant accounts, with employer contributions averaging $3,002 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other manufacturing employers.

Plan summary
Net assets, end of year-$1,822,473
Participants with balances137
Active participants117
Employer contributions$351,222
Employee contributions—
Employer contribution per active participant$3,002
Average account balance-$13,303
Benefits paid to participants$37,406
Plan auditUnmodified (clean) audit opinion
AuditorPLANTE & MORAN, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$-1.8M · 137 accts · $351K emplr
2023$-2.5M · 137 accts · $342K emplr
2022$-2.8M · 132 accts · $319K emplr
Employer contributions to the Dream Ranch Holdings Co. plan · 2024
Employer contribution per active participant$3,002
Median for plans this size$540
2024$3,002 per active participant
2023$2,921 per active participant
2022$2,748 per active participant

Dream Ranch Holdings Co.'s 2024 employer contribution ran above the $540 median for plans its size, placing it in the top 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.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported

Why are you looking at this plan?

Compare
401(k) plans in Colorado
Worked here before? Find your old 401(k)
401(k) plans in Manufacturing
Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 873985693 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.