Plan Ledger DOL Form 5500 · updated monthly

Maloney Properties, Inc.401(k)

MALONEY PROPERTIES, INC. 401(K) PLAN · WELLESLEY, MA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Maloney Properties, Inc. reported $97,223 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $658 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 0.58% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,156th-largest of 2,726 plans among Massachusetts employers on file, and the 557th of 2,096 in real estate & leasing. In 2024, employees put in $8.37 for every $1.00 the employer contributed; active participation has grown from 377 to 426 since 2022.

Plan summary
Net assets, end of year$23,997,622
Participants with balances492
Active participants426
Employer contributions$280,250
Employee contributions$2,345,848
Employer contribution per active participant$658
Average account balance$48,776
Benefits paid to participants$2,773,119
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.0M · 492 accts · $280K emplr
2023$21.5M · 480 accts · $260K emplr
2022$17.7M · 487 accts · $254K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,635
Investment management$42,279
Total administrative$97,223
The Maloney Properties, Inc. 401(k) match · 2024
Employer contribution per active participant$658
Median for plans this size$2,416
2024$658 per active participant
2023$721 per active participant
2022$675 per active participant

Maloney Properties, 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$54,945
RBC WEALTH MANAGEMENT · Investment advisory (plan)$42,279

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$97,223 · 0.43%
2023$81,981 · 0.42%
2022$110,223 · 0.58%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
The Druker Company, LTD MA$26.8M · 0.23%
Davenport Realty Trust MA$21.8M · 0.09%
Inland Management, LLC MA$21.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042722433 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.