Plan Ledger DOL Form 5500 · updated monthly

Maloney Management, LLC401(k)

MALONEY MANAGEMENT, LLC 401(K) RETIREMENT PLAN · TUPELO, MS · plan year 2022

Reported admin expense ratio · 2022
0.81%

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

Maloney Management, LLC reported $32,748 in plan administrative expenses for 2022: 0.81% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,108 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 Mississippi (265th of 367), and 4,242nd of 5,337 in construction. In 2022, employees put in $1.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,965,878
Participants with balances71
Active participants215
Employer contributions$238,220
Employee contributions$325,621
Employer contribution per active participant$1,108
Average account balance$55,857
Benefits paid to participants$153,832
Plan auditUnmodified (clean) audit opinion
AuditorT. E. LOTT & COMPANY
The Maloney Management, LLC 401(k) match · 2022
Employer contribution per active participant$1,108
Median for plans this size$1,114

Maloney Management, LLC'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$32,748 · 0.81%
Similar plansConstruction · Mississippi
Dickerson & Bowen, Inc. MS$4.9M · 0.77%
Huey P. Stockstill LLC MS$3.1M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470853890 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.