Plan Ledger DOL Form 5500 · updated monthly

Irvine Management Company401(k)

IRVINE COMPANY UNIFIED SAVINGS PLAN · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Irvine Management Company reported $219,124 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,635 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 fell from 0.05% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 225th-largest of 9,483 plans among California employers on file, and the 21st of 2,096 in real estate & leasing. In 2024, employees put in $1.65 for every $1.00 the employer contributed; active participation has shrunk from 3,422 to 2,734 since 2022.

Plan summary
Net assets, end of year$584,388,474
Participants with balances4,005
Active participants2,734
Employer contributions$15,406,508
Employee contributions$25,485,306
Employer contribution per active participant$5,635
Average account balance$145,915
Benefits paid to participants$52,658,419
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$584.4M · 4,005 accts · $15.4M emplr
2023$511.5M · 4,321 accts · $15.4M emplr
2022$426.5M · 4,464 accts · $14.7M emplr
The Irvine Management Company 401(k) match · 2024
Employer contribution per active participant$5,635
Median for plans this size$4,294
2024$5,635 per active participant
2023$4,651 per active participant
2022$4,292 per active participant

Irvine Management Company's 2024 employer contribution ran above the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$154,732

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$219,124 · 0.04%
2023$225,936 · 0.05%
2022$222,292 · 0.05%
Same employer
Similar plansReal Estate & Leasing · California
The Hertz Corporation FL$637.8M · 0.10%
U-Haul Holding Company AZ$618.5M · 0.00%
Simon Property Group, L.P. IN$597.6M · 0.20%
Prologis, L.P. CO$589.4M · 0.04%
American Tower Corporation MA$522.8M · 0.04%
Herc Rentals, Inc. FL$487.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821749352 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.