Plan Ledger DOL Form 5500 · updated monthly

Hossley Lighting Associates, Inc.ESOP

HOSSLEY HOLDINGS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Hossley Lighting Associates, Inc. reported $1,504 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,603 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 0.022%. 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 Texas (3,667th of 5,688), and 3,399th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$6,738,781
Participants with balances162
Active participants89
Employer contributions$142,695
Employee contributions—
Employer contribution per active participant$1,603
Average account balance$41,597
Benefits paid to participants$177,091
Plan auditUnmodified (clean) audit opinion
AuditorLANDMARK PUBLIC ACCOUNTANTS
Plan history2
Yearassets · accounts · employer contribution
2023$6.7M · 185 accts · $141K emplr
2022$6.7M · 162 accts · $143K emplr
Employer contributions to the Hossley Lighting Associates, Inc. plan · 2022
Employer contribution per active participant$1,603
Median for plans this size$1,114
2023$1,585 per active participant
2022$1,603 per active participant

Hossley Lighting Associates, Inc.'s 2022 employer contribution ran above 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 history2
2023$1,481 · 0.02%
2022$1,504 · 0.02%
Similar plansWholesale Trade · Texas
Pgm of Texas, LLC TX$7.0M · 0.90%
Syndex Corporation TX$6.8M · 1.02%
Texas Book Company TX$6.6M · 0.04%
Intellicentrics, Inc. TX$6.4M · 0.47%
R & K Distributors, Inc. TX$6.4M · 0.47%
Vutex, Inc. TX$6.2M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751573277 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.