Plan Ledger DOL Form 5500 · updated monthly

Institutional Casework, Inc.401(k)

INSTITUTIONAL CASEWORK, INC. 401K PLAN · PARIS, TN · plan year 2022

Reported admin expense ratio · 2022
0.20%

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

Institutional Casework, Inc. reported $5,795 in plan administrative expenses for 2022: 0.20% of average plan assets, below the peer median. Employer contributions averaged $106 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 manufacturing employers. By assets it is among the smaller plans on file in Tennessee (1,284th of 1,496), and 12,639th of 13,661 in manufacturing. In 2022, employees put in $4.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,368,717
Participants with balances92
Active participants191
Employer contributions$20,189
Employee contributions$82,368
Employer contribution per active participant$106
Average account balance$25,747
Benefits paid to participants$708,074
Plan auditUnmodified (clean) audit opinion
AuditorATA CPAS + ADVISORS PLLC
Administrative expenses, itemized · 2022
Investment management$5,795
Total administrative$5,795
The Institutional Casework, Inc. 401(k) match · 2022
Employer contribution per active participant$106
Median for plans this size$1,114

Institutional Casework, Inc.'s 2022 employer contribution ran below the $1,114 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$5,795 · 0.20%
Same employer
Similar plansManufacturing · Tennessee
Vanguard Soap LLC TN$2.5M · 0.43%
J C Ford Company TN$2.4M · 1.02%
Sherman & Reilly, Inc. TN$2.4M · 0.22%
Marle America, Inc. TN$2.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204225695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.