Plan Ledger DOL Form 5500 · updated monthly

Eight O'Clock Coffee Company401(k)

TATA CONSUMER PRODUCTS 401(K) PLAN · MONTVALE, NJ · plan year 2022

Reported admin expense ratio · 2022
0.33%

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

Eight O'Clock Coffee Company reported $62,611 in plan administrative expenses for 2022: 0.33% of average plan assets, above the peer median. Employer contributions averaged $4,662 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 has held roughly steady near 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,179th-largest of 2,419 plans among New Jersey employers on file, and 2,221st of 4,246 in wholesale trade. In 2022, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,452,756
Participants with balances119
Active participants73
Employer contributions$340,315
Employee contributions$751,047
Employer contribution per active participant$4,662
Average account balance$138,258
Benefits paid to participants$1,810,264
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$15.2M · 139 accts · $338K emplr
2022$16.5M · 119 accts · $340K emplr
Administrative expenses, itemized · 2022
Investment management$1,198
Total administrative$62,611
The Eight O'Clock Coffee Company 401(k) match · 2022
Employer contribution per active participant$4,662
Median for plans this size$2,266
2023$4,332 per active participant
2022$4,662 per active participant

Eight O'Clock Coffee Company's 2022 employer contribution ran above the $2,266 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.

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 history2
2023$55,531 · 0.35%
2022$62,611 · 0.33%
Similar plansWholesale Trade · New Jersey
Mhs Lift Holdings Inc. NJ$16.9M · 0.04%
Huahai US Inc NJ$16.9M · 0.30%
Extra Sportswear, LTD. NJ$15.9M · 0.09%
Exeltis USA Inc NJ$15.8M · 0.11%
Poy Holdings LLC NJ$15.8M · 0.43%
Blue Raven Solutions, LLC NJ$15.5M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320094230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.