Plan Ledger DOL Form 5500 · updated monthly

John C. Cassidy Air Conditioning, Inc.401(k)

JOHN C. CASSIDY AIR CONDITIONING, INC. THRIFT & PROFIT SHARING PLAN · RIVIERA BEACH, FL · plan year 2022

Reported admin expense ratio · 2022
0.56%

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

John C. Cassidy Air Conditioning, Inc. reported $26,032 in plan administrative expenses for 2022: 0.56% of average plan assets, above the peer median. Employer contributions averaged $656 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 construction employers. By assets it is among the smaller plans on file in Florida (2,509th of 3,644), and 4,014th of 5,337 in construction. In 2022, employees put in $4.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,886,863
Participants with balances71
Active participants133
Employer contributions$87,201
Employee contributions$367,951
Employer contribution per active participant$656
Average account balance$68,829
Benefits paid to participants$185,387
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$26,032
Total administrative$26,032
The John C. Cassidy Air Conditioning, Inc. 401(k) match · 2022
Employer contribution per active participant$656
Median for plans this size$1,114

John C. Cassidy Air Conditioning, 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$26,032 · 0.56%
Same employer
Similar plansConstruction · Florida
Edd Helms Group Inc. FL$5.1M · 0.48%
Reliable Doors, LLC FL$4.9M · 0.06%
A. J. Johns, Inc. FL$4.9M · 0.36%
The Redland Company, Inc. FL$4.8M · 0.84%
Goff Communications, Inc. FL$4.7M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591279148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.