Plan Ledger DOL Form 5500 · updated monthly

Henry Doneger Associates, Inc.ESOP

HENRY DONEGER ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.00%

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

Henry Doneger Associates, Inc. reported $1 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $21,977 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 professional & technical services employers. By assets it is among the smaller plans on file in New York (4,766th of 5,648), and 10,324th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$3,586,149
Participants with balances115
Active participants28
Employer contributions$615,369
Employee contributions—
Employer contribution per active participant$21,977
Average account balance$31,184
Benefits paid to participants$553,098
Plan auditUnmodified (clean) audit opinion
AuditorBERDON LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$605K · 106 accts
2023$2.1M · 106 accts · $454K emplr
2022$3.6M · 115 accts · $615K emplr
Employer contributions to the Henry Doneger Associates, Inc. plan · 2022
Employer contribution per active participant$21,977
Median for plans this size$1,114
2023$16,815 per active participant
2022$21,977 per active participant

Henry Doneger Associates, Inc.'s 2022 employer contribution ran above the $1,114 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 history4
2025Not separately reported
2024Not separately reported
2023Not separately reported
2022$1 · 0.00%
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Source: U.S. Department of Labor, Form 5500 series, EIN 132500234 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.