Plan Ledger DOL Form 5500 · updated monthly

Homer a. Plessy Community School401(k)

HOMER A PLESSY COMMUNITY SCHOOL RETIREMENT PLAN · NEW ORLEANS, LA · plan year 2022

Reported admin expense ratio · 2022
1.16%

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

Homer a. Plessy Community School reported $5,102 in plan administrative expenses for 2022: 1.16% of average plan assets, above the peer median. Employer contributions averaged $677 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Louisiana (859th of 884), and 3,037th of 3,091 in educational services. In 2022, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$485,130
Participants with balances57
Active participants120
Employer contributions$81,266
Employee contributions$149,200
Employer contribution per active participant$677
Average account balance$8,511
Benefits paid to participants$43,922
Plan auditUnmodified (clean) audit opinion
AuditorWEGMANN DAZET, APC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,102
Total administrative$5,102
The Homer a. Plessy Community School 401(k) match · 2022
Employer contribution per active participant$677
Median for plans this size$331

Homer a. Plessy Community School's 2022 employer contribution ran above the $331 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 history1
2022$5,102 · 1.16%
Similar plansEducational Services · Louisiana
Jefferson Rise Inc. LA$768K · 0.33%
Valley Achievement Center CA$498K · 1.50%
Pennco Institutes, Inc. PA$494K · 2.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 455124690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.