Plan Ledger DOL Form 5500 · updated monthly

Hughes Investment, L. P. dba McDonalds401(k)

HUGHES INVESTMENT MC 401(K) PLAN · MACUNGIE, PA · plan year 2022

Reported admin expense ratio · 2022
0.36%

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

Hughes Investment, L. P. dba McDonalds reported $121 in plan administrative expenses for 2022: 0.36% of average plan assets, lower than ~75% of peers. Employer contributions averaged $85 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 finance & insurance employers. By assets it is among the smaller plans on file in Pennsylvania (3,643rd of 3,651), and 4,788th of 4,798 in finance & insurance. In 2022, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,722
Participants with balances28
Active participants159
Employer contributions$13,524
Employee contributions$19,605
Employer contribution per active participant$85
Average account balance$1,204
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$120
Investment management$1
Total administrative$121
The Hughes Investment, L. P. dba McDonalds 401(k) match · 2022
Employer contribution per active participant$85
Median for plans this size$331

Hughes Investment, L. P. dba McDonalds's 2022 employer contribution ran below the $331 median for plans its size, in the bottom 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$121 · 0.36%
Similar plansFinance & Insurance · Pennsylvania
T Alliance Holdings, Inc. PA$1.4M · 0.20%
Ignitist, Inc. PA$970K · 1.80%
Filo Mortgage, LLC PA$647K · 0.20%
Level One Bank MI$46K · 0.90%
AG Business Group, Inc. CA$45K · 3.40%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 200360283 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.