Plan Ledger DOL Form 5500 · updated monthly

Jackson Pottery, Inc.401(k)

JACKSON POTTERY, INC. 401(K) PLAN · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.62%

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

Jackson Pottery, Inc. reported $9,019 in plan administrative expenses for 2022: 0.62% of average plan assets, above the peer median. Employer contributions averaged $802 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 retail trade employers. By assets it is among the smaller plans on file in Texas (5,125th of 5,688), and 4,840th of 5,215 in retail trade. In 2022, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,404,221
Participants with balances47
Active participants87
Employer contributions$69,806
Employee contributions$124,241
Employer contribution per active participant$802
Average account balance$29,877
Benefits paid to participants$128,961
Plan auditUnmodified (clean) audit opinion
AuditorPLILLIP C MAY PC
The Jackson Pottery, Inc. 401(k) match · 2022
Employer contribution per active participant$802
Median for plans this size$1,114

Jackson Pottery, Inc.'s 2022 employer contribution ran below 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 history1
2022$9,019 · 0.62%
Similar plansRetail Trade · Texas
Hlk Auto Group, Inc. TX$1.6M · 1.17%
Fort Worth Motorcars, LP TX$1.6M · 0.48%
Sable Construction, Inc. TX$1.4M · 0.05%
Lebco Industries LP TX$1.3M · 0.77%
FOB1 LLC TX$1.3M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752184093 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.