Plan Ledger DOL Form 5500 · updated monthly

Economic Opportunity Council of Suffolk, Inc.401(k)

EOC OF SUFFOLK, INC. 401(K) PLAN · PATCHOGUE, NY · plan year 2022

Reported admin expense ratio · 2022
0.22%

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

Economic Opportunity Council of Suffolk, Inc. reported $11,472 in plan administrative expenses for 2022: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,107 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 administrative & support services employers. By assets it is among the smaller plans on file in New York (4,504th of 5,648), and 1,461st of 2,534 in administrative & support services. In 2022, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,839,693
Participants with balances84
Active participants150
Employer contributions$166,059
Employee contributions$233,845
Employer contribution per active participant$1,107
Average account balance$57,615
Benefits paid to participants$490,699
Plan auditUnmodified (clean) audit opinion
AuditorTMI CPA, P.C.
Administrative expenses, itemized · 2022
Professional / advisory$11,472
Total administrative$11,472
The Economic Opportunity Council of Suffolk, Inc. 401(k) match · 2022
Employer contribution per active participant$1,107
Median for plans this size$1,114

Economic Opportunity Council of Suffolk, Inc.'s 2022 employer contribution ran below 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 history1
2022$11,472 · 0.22%
Same employer
Similar plansAdministrative & Support Services · New York
Kopp Billing Agency, Inc. NY$5.1M · 0.29%
Venture Forthe, Inc. NY$5.1M · 0.88%
Jbc Style Ny, LLC NY$4.7M · 1.13%
Hearth Management, LLC NY$4.6M · 0.82%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 112141197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.