Plan Ledger DOL Form 5500 · updated monthly

Dubois-Pike-Warrick Economic O401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF DUBOIS-PIKE-WARRICK ECONOMIC OPPORTUNITY COMMITTEE, INC. · JASPER, IN · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Dubois-Pike-Warrick Economic O reported $603 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $886 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 fell from 0.039% to 0.037%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,421st of 1,562), and 10,238th of 11,911 in health care & social assistance. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,771,313
Participants with balances73
Active participants71
Employer contributions$62,885
Employee contributions$131,599
Employer contribution per active participant$886
Average account balance$24,265
Benefits paid to participants$81,992
Plan auditUnmodified (clean) audit opinion
AuditorCOMER NOWLING AND ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 73 accts · $63K emplr
2023$1.5M · 74 accts · $56K emplr
2022$1.2M · 83 accts · $46K emplr
The Dubois-Pike-Warrick Economic O 401(k) match · 2024
Employer contribution per active participant$886
Median for plans this size$1,313
2024$886 per active participant
2023$757 per active participant
2022$594 per active participant

Dubois-Pike-Warrick Economic O's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$749

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$603 · 0.04%
2023$339 · 0.03%
2022$499 · 0.04%
Similar plansHealth Care & Social Assistance · Indiana
Milestone Therapy LLC IN$1.8M · 1.45%
Jarpole Enterprises LLC IN$1.8M · 0.54%
McSherr, Inc. IN$1.7M · 0.40%
B&B Holdings Group, Inc. IN$1.6M · 1.52%
Community Healthnet Inc. IN$1.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351121163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.