Plan Ledger DOL Form 5500 · updated monthly

Headstart Nursery, Inc.401(k)

HEADSTART NURSERY 401(K) RETIREMENT PLAN · GILROY, CA · plan year 2022

Reported admin expense ratio · 2022
0.49%

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

Headstart Nursery, Inc. reported $30,568 in plan administrative expenses for 2022: 0.49% of average plan assets, above the peer median. Employer contributions averaged $680 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 wholesale trade employers. By assets it is among the smaller plans on file in California (6,666th of 9,483), and 3,502nd of 4,246 in wholesale trade. In 2022, employees put in $3.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,995,942
Participants with balances90
Active participants195
Employer contributions$132,625
Employee contributions$430,853
Employer contribution per active participant$680
Average account balance$66,622
Benefits paid to participants$155,306
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$30,568
Total administrative$30,568
The Headstart Nursery, Inc. 401(k) match · 2022
Employer contribution per active participant$680
Median for plans this size$1,114

Headstart Nursery, 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$30,568 · 0.49%
Similar plansWholesale Trade · California
Lusamerica Foods, Inc. CA$6.3M · 0.02%
Empi, Inc. CA$6.1M · 0.02%
Bonney Plumbing LLC CA$6.0M · 0.81%
All-Tex, Inc. CA$6.0M · 0.33%
Hyper Ice, Inc. CA$5.9M · 0.04%
Sgii, Inc. CA$5.8M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942558025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.