Plan Ledger DOL Form 5500 · updated monthly

Johnson, O'Hare Company, Inc.401(k)

JOHNSON, O'HARE COMPANY 401(K) PLAN · BILLERICA, MA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Johnson, O'Hare Company, Inc. reported $200,262 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,227 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 3 years on file its reported administrative ratio has held roughly steady near 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 699th-largest of 2,726 plans among Massachusetts employers on file, and the 803rd of 4,246 in wholesale trade. In 2024, employees put in $5.40 for every $1.00 the employer contributed; active participation has grown from 442 to 552 since 2022.

Plan summary
Net assets, end of year$51,142,344
Participants with balances543
Active participants552
Employer contributions$677,392
Employee contributions$3,656,798
Employer contribution per active participant$1,227
Average account balance$94,185
Benefits paid to participants$3,574,140
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.1M · 543 accts · $677K emplr
2023$44.1M · 485 accts
2022$36.3M · 465 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$101,728
Investment management$98,534
Total administrative$200,262
The Johnson, O'Hare Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,227
Median for plans this size$2,416

Johnson, O'Hare Company, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$98,534
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$200,262 · 0.42%
2023$172,029 · 0.43%
2022$168,550 · 0.44%
Same employer
Similar plansWholesale Trade · Massachusetts
North Atlantic Corp. MA$62.8M · 0.13%
Coghlin Companies, Inc. MA$57.7M · 0.27%
Buckley Associates, Inc. MA$51.4M · 0.26%
Brockway-Smith Company MA$47.1M · 0.14%
Plumbers' Supply Company MA$46.1M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042255378 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.